Private Client Relationship Manager

The Private Client Relationship Manager (PCRM) Sr. is responsible for developing and managing a portfolio of affluent and high-net-worth clients by providing tailored banking, lending, and wealth solutions. Key Duties Include Managing and expanding client relationships through proactive outreach and personalized financial advice.Serving as a trusted advisor by understanding clients’ financial goals and needs.Recommending and delivering customized solutions, including credit, deposits, investments, insurance, and wealth planning.Leading complex credit discussions and structuring advanced banking solutions.Collaborating with cross-functional teams to ensure an integrated client experience.Driving growth in deposits, loans, and fee income, while meeting sales and retention targets.Maintaining community presence to generate referrals and new relationships.Staying informed on market trends and monitoring client portfolios for changes.Ensuring regulatory compliance and internal policy adherence.Acting as a peer mentor and fostering a collaborative team culture. Qualifications: Bachelor’s degree, 10+ years of financial services experience, proven high-net-worth client management, advanced credit skills, and proficiency in relevant tools. Licenses: FINRA Series 6 or 7, 66, and applicable insurance licenses. Skills: Strong interpersonal, presentation, relationship management, and technical skills, with a goal-oriented mindset.