Private Banker

City National Bank is seeking a Private Banker in Lake Sherwood, Ventura County, US. This role focuses on developing and managing relationships with high‑net‑worth and ultra‑high‑net‑worth individuals and families, delivering a full suite of financial services.

Key Responsibilities

• Build and nurture long‑term relationships with affluent clients within an assigned market.
• Provide integrated advice across banking, credit, asset management, trust & estate planning, and brokerage services.
• Manage portfolio profitability, monitor risk, and drive profitable growth.
• Identify cross‑selling opportunities and coordinate with product specialists to meet client needs.
• Maintain compliance with regulatory standards and internal policies.

Qualifications & Requirements

• Bachelor’s degree in Finance, Business, Economics or related field; advanced degree or certifications (CFA, CFP) preferred.
• Minimum 5 years of experience in private banking, wealth management, or a related financial services role.
• Proven track record of acquiring and retaining high‑net‑worth clients.
• Strong analytical, communication, and relationship‑building skills.
• Ability to work collaboratively with internal product teams and external advisors.

Compensation

Salary: $118,410.47 per year (fixed). Additional performance‑based incentives may be offered.

Location

Lake Sherwood, Ventura County, United States.

Frequently Asked Questions

What type of clients will I work with as a Private Banker?

You will serve high‑net‑worth and ultra‑high‑net‑worth individuals and families, providing comprehensive banking, credit, investment, and estate planning services.

What experience is required for this Private Banker position?

At least 5 years of experience in private banking or wealth management, with a proven ability to acquire and retain affluent clients.

What is the salary for this role?

The position offers a fixed annual salary of $118,410.47, with potential performance‑based incentives.