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Senior Private Banker & Wealth Strategy Lead (VP)

los angeles, CA

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Job description

TwinThread is seeking an experienced Private Banker to join our team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional service.

Qualified candidates should have over six years of experience in private banking and be licensed in relevant financial areas. Insight into markets and strong community ties are highly desirable. This position is vital for nurturing long-term client relationships and achieving substantial business results.

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Worksite address

los angeles, CA, 90079, US

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