Private Client Manager II (Santa Barbara, CA)

Primary point of contact and service provider for existing High Net Worth (HNW) client relationships.  Ensures the timeliness and quality of client service delivery and is accountable for overall client satisfaction.  Broadens and deepens HNW relationships through cross-selling of products/services and retention of existing client base.  Series 7, 63, and 65 licensed. 



Must have a minimum of 4 years of experience managing HNW clients.  Series 7, 63 and 65 licenses required (or Series 7 and 66).  Demonstrated verbal/written/presentation communication skills and ability to work and contribute in a team environment.  Depth of knowledge and experience in one or more of the following areas: credit, fiduciary, specialized asset management, depository services.  Only those who meet the minimum qualifications will be considered and contacted.