Private Client Relationship Manager

Role: Private Client Relationship Manager (Senior) responsible for managing high-net-worth client portfolios and delivering personalized banking, lending, and wealth solutions. Key Responsibilities Develop and grow a portfolio of affluent clients through proactive outreach and tailored financial solutions.Act as a trusted advisor by understanding clients’ financial goals and needs.Recommend and deliver customized credit, deposit, investment, insurance, and wealth planning solutions.Lead client discussions, structuring complex credit and banking solutions with advanced knowledge.Collaborate across teams including credit, trust, mortgage, and insurance to provide integrated service.Drive growth in deposits, loans, and fee income while achieving sales and retention targets.Maintain community presence to generate referrals and foster new relationships.Stay informed on market trends impacting clients and monitor portfolio changes for risk and needs.Ensure regulatory compliance and internal policy adherence, completing required training.Act as a mentor and promote team collaboration and organizational values. Qualifications & Skills Bachelor’s degree with at least 10 years in financial services, preferably private banking or wealth management.Proven experience managing high-net-worth client relationships.Strong credit expertise and ability to structure complex lending solutions.Deep understanding of deposit, credit, and investment products.Goal-oriented with excellent interpersonal, presentation, and relationship skills.Proficiency in Microsoft Office and CRM tools.Compliance with SAFE Act requirements within 30 days of employment. Certifications FINRA Series 6 or 7, 66 (or 63 and 65 in lieu of 66), and applicable insurance licenses (Life, health, Variable).