Senior Private Client Relationship Manager

About the role

The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to organizations. You will advise high-net-worth individuals on building, preserving, and managing their wealth using our financial planning strategy to address all aspects of their balance sheet and generate new client acquisition. You will be part of a local team supported by a platform with resources, specialists, and intellectual capital to help clients achieve their goals.

Responsibilities

• Bring in new client relationships by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
• Generate business results and acquire new assets through new client acquisition.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect clients across all lines of business.
• Ensure proposed solutions fulfill clients' short, medium, and long-term needs through a holistic, goals-based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.
• Perform all other duties as assigned.

Requirements

• Ten plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
• Focus on the client experience and work tirelessly on the client’s behalf.

Preferred Qualifications

• Series 7, 66, and Insurance licenses (preferred but can be obtained after employment).
• Proactive, takes initiative, and uses critical thinking to solve problems.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Demonstrates strong organizational skills and applies a disciplined, organized approach to business.

This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting these requirements and passing a background credit check.