Private Client Relationship Manager
LS Solutions · Conway, SC · 6 days ago
SalesFull-time
About the role
The Private Client Relationship Manager (PCRM) Sr. is responsible for developing and managing a portfolio of high-net-worth clients by providing personalized banking, lending, and wealth solutions. They serve as a trusted financial advisor, understanding clients' financial goals and recommending customized credit, deposit, investment, insurance, and planning services in collaboration with internal specialists.
Responsibilities
- Grow client relationships through proactive outreach
- Structure complex credit solutions
- Drive growth in deposits, loans, and fee income
- Collaborate with cross-functional teams to deliver integrated client experiences
- Maintain a strong community presence to generate referrals
- Monitor client portfolios for changes
- Ensure compliance with regulatory policies
- Act as a role model for team collaboration and company values
Qualifications
- Bachelor's degree
- At least 10 years of financial industry experience
- Proven success managing affluent clients
- Advanced credit knowledge
- Strong relationship management skills
- Relevant licenses such as FINRA Series 6/7 and insurance licenses