Role Overview: The Private Client Relationship Manager provides business depository, treasury management, and lending solutions to organizations, while advising high net worth individuals on wealth building, preservation, and management.
Key Responsibilities:
Develop and acquire new client relationships by building trust, understanding needs, and delivering exceptional service. Advise clients on their overall balance sheet, including asset allocation, investments, credit, and banking needs. Partner with internal specialists to offer comprehensive expertise and connect clients across business lines. Ensure solutions align with clients' short, medium, and long-term goals through holistic planning. Adhere to risk, regulatory, and security policies; perform other duties as assigned. Qualifications: 10+ years in Private Banking or Financial Services. Bachelor’s Degree required. Proven sales success, strong business acumen, and an established community network. Knowledge of investments, wealth planning, credit, and banking concepts. Client-focused with excellent communication and organizational skills. Preferred Skills: Licenses such as Series 7, 66, and Insurance preferred but can be obtained post-hire. Proactive, critical thinker with strong presentation skills. Disciplined and organized approach to business. Additional Requirements: Must pass background and credit checks and comply with S.A.F.E. Mortgage Licensing Act regulations.