About this role
Team Lead Private Banker at City National Bank. Location: Irvine, California, United States. Role: developing relationships, managing relationships, leading team Requirements: Bachelor's degree, 10+ years in asset management/banking/trust/brokerage with high‑net‑worth clients; FINRA Series 7, 63 and 65 or 66; California insurance license; Safe Act registration; strong sales, credit and relationship management skills. Category: Sales Seniority: Senior Level Certifications: series 7, series 63, series 65, series 66, california insurance, safe act registration, cfp, jd/llm, cima, cannon wealth strategist Commitment: Full Time Workplace: Onsite Languages: English