Citizens Business Bank · 2 days ago
Private Client Advisor
El Segundo, CA
Full-time
Onsite
Senior Level
$127K/yr - $185K/yr
5+ years expCitizens Business Bank is seeking a Private Client Advisor to develop relationships with high net worth individuals and provide financial consulting services. The role involves networking, advising clients on estate and tax planning, and collaborating with portfolio managers to meet client objectives.
BankingFinancial Services
Responsibilities
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job
Must be capable of networking and developing relationships from the beginning with bank officers, attorneys, accountants, insurance professionals, investment bankers or others who can introduce him/her to high net worth individuals who have the potential to become clients
Accustomed to a high level of daily sales and marketing activity
Familiar with principles of investing and personal planning, ideally including experience advising private clients on financial matters
Consult with clients and prospects regarding estate and tax planning and other fiduciary needs, and marshal the resources within CitizensTrust to meet those needs
Communicate client objectives and review asset allocations with portfolio managers; assist portfolio managers in understanding the financial objectives of clients, as well as their personal goals and preferences
Demonstrable network of high net worth individuals and the advisors who serve them. A high level of comfort in developing relationships with high-net-worth and ultra-high-net-worth individuals, including business owners
The ability to work with high net worth individuals, businesses and municipalities across a variety of backgrounds, products and services is key
Provide, present and promote The Citizens Experience to all external and internal customers
Other duties as assigned
Qualification
Required
Bachelor's degree (B A or BS) from four-year college or university and a minimum of five years related experience and/or training
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
To perform this job successfully, an individual should have knowledge of Microsoft Office
Current driver's license required, and securities industry licensing as needed
Must be able to travel locally a minimum of 50% of the time
A natural inclination towards building, nourishing, and renewing personal relationships and networks
Unquestionable ethics and integrity, a flexible, adaptive individual who is a self-starter and can work effectively in a collaborative sales environment
Superlative interpersonal talents with particular emphasis on listening and advisory
A strong intellect and an interest in staying abreast of developments in the investment world
Preferred
Advanced degree (ie: MBA) or certificates is a plus
MBA, CFA, CFP, BMA a plus but not required
Well networked and comfortable generating business in the markets served by the Bank (ie: Central Valley, Inland Empire, Los Angeles and Orange Counties and the surrounding areas)
Benefits
Eligible for an annual bonus
Company
Citizens Business Bank
Citizens Business Bank is a banking company that offers financial services to customers.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1983-04-08IPO
Leadership Team
David Brager
Chief Executive Officer
Recent News
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-20
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2026-01-20
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