Private Client Relationship Manager

Essential Duties And Responsibilities

• Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients.
• Self-acquires new business by being active and well connected in the community.
• Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships.
• Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals.
• Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
• PARTNERS WITH WEALTH AND BANKING SPECIALISTS, INCLUDING INVESTMENTS, TRUST, MORTGAGE, INSURANCE, ETC., USING A TEAM APPROACH TO DELIVER SOLUTIONS TO CLIENT'S FINANCIAL NEEDS AND TO ENHANCE EXISTING RELATIONSHIPS.
• THROWS IN A TEAM-BASED APPROACH TO DELIVER THE FULL SUITE OF FIRST HORACE'S SOLUTIONS.
• TEAM AND PEER GROUP ROLE MODEL FOR OTHER PRIVATE CLIENT RELATIONSHIP MANAGERS.
• CONTINUOUSLY ACT AS A CULTURE CHAMPION THAT IS ALIGNED WITH FIRST HORACE BANK'S PURPOSE, MISSION AND VALUES.
• ESTABLISH AND MAINTAIN MUTUALLY BENEFICIAL BUSINESS RELATIONSHIPS WITH INTERNAL AND EXTERNAL CENTERS OF INFLUENCE AS WELL AS THE REGIONAL LEADERSHIP TEAM, OUTSIDE CERTIFIED PUBLIC ACCOUNTANTS (CPA), ATTORNEYS, CIVIC ASSOCIATIONS AND OTHER INDIVIDUALS AND ORGANIZATIONS TO ENHANCE THE MARKETING EFFORTS OF THE TEAM.
• STAYS UPDATED AND ABDUCTED WITH CHANGING ECONOMIC, LEGAL, FINANCIAL PLANNING, INVESTMENT TRENDS AND GENERAL MARKET AND BUSINESS ISSUES IMPACTING AFFLUENT CLIENTS.
• SERVE AS A PERSONAL FINANCIAL PLANNING/ADVISORY RESOURCE FOR CLIENTS, THEIR ATTORNEYS AND CPA.
• Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
• Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships.
• Using sound judgment on expense and operational efficiency

Qualifications

• Bachelor's Degree Required.
• FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable.
• Life, Health, and Variable insurance licenses.
• Ensures that appropriate continuing education requirements are met where needed.
• 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
• Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace.
• Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
• Advanced and proven working knowledge of deposit, credit and investment products.
• Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful.
• Ability to thrive and be an active participate on a team.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.