Private Client Relationship Manager

Role: Private Client Relationship Manager, on site in Huntsville, AL. Summary: Responsible for providing business depository, treasury management, and business lending solutions to organizations, while advising high net worth individuals on wealth building, preservation, and management. Utilizes financial planning strategies to attract new clients and helps clients achieve their financial goals through holistic, goals-based planning. Key Duties Build trust and acquire new client relationships by understanding needs and delivering exceptional service.Generate business results and grow assets from new client acquisition.Advise clients on balance sheet management, including asset allocation, investments, wealth planning, credit, and banking.Collaborate with internal specialists to provide comprehensive solutions.Connect clients across all lines of business to meet their objectives.Ensure solutions align with clients’ short, medium, and long-term goals.Adhere strictly to risk, regulatory, and security policies.Perform additional duties as assigned. Qualifications Over 10 years of experience in Private Banking or Financial Services.Bachelor’s Degree required.Proven sales success and strong business acumen.Established community presence and network.Understanding of investments, wealth planning, credit, and banking concepts.Client-focused with a commitment to exceptional service. Preferred Qualifications Series 7, 66, and Insurance licenses preferred but can be obtained after employment.Proactive, critical thinker, and effective communicator with strong presentation skills.Organized with a disciplined approach to business. Note: Background checks and compliance with licensing regulations are required for employment.