Senior Private Client Relationship Manager

Summary This role involves guiding prospective clients through comprehensive financial planning to drive new business acquisition and managing ongoing portfolio activities. You will build trust, understand client needs, and provide tailored advice on asset allocation, investment management, wealth planning, credit, and banking services. Your responsibilities include acquiring new clients, expanding existing relationships, and ensuring solutions align with clients' short, medium, and long-term goals using a holistic, goals-based approach. You will oversee portfolio management tasks such as loan and depository account maintenance and conduct regular client check-ins. Adherence to risk, regulatory, and security policies is essential. The position requires a minimum of ten years' experience in Private Banking or Financial Services, a bachelor’s degree, proven sales success, strong business acumen, and an established community network. Preferred attributes include proactivity, critical thinking, excellent communication, organizational skills, and a client-centric mindset.