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Senior Private Banking Relationship Leader

Jobleads-US

Columbia Bank in Seattle seeks a seasoned Private Banking/Relationship Manager to grow relationships with high-net-worth clients and lead multi-disciplinary teams. You will manage portfolios, monitor credit quality, and coordinate estate planning, tax planning and investment management in collaboration with the client team.

Role requires 10+ years in financial services, MLO eligibility, and certifications such as CFP/CFA/CPA; occasional travel is expected; salary range stated; comprehensive

#J-18808-Ljbffr Jobleads-US
Vacancy posted 1 day ago
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