Senior Private Client Relationship Manager

Role Overview The Private Client Relationship Manager provides business depository, treasury management, and lending solutions, while advising high net worth individuals on wealth building and preservation. You will leverage financial planning strategies to assist prospects in achieving their financial goals, supported by a resource-rich platform and local team. Key Responsibilities Build trust with clients, understand their needs, offer tailored advice, and deliver excellent client experiences.Acquire new clients and assets through relationship development.Advise on overall balance sheets, including asset allocation, investments, wealth planning, credit, and banking.Collaborate with internal specialists to deliver interdisciplinary expertise.Connect clients across all lines of business and ensure solutions meet short, medium, and long-term objectives.Adhere to risk, regulatory, and security policies.Perform other assigned duties as required. Qualifications & Skills 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.Knowledge of investments, wealth planning, credit, and banking concepts.Focus on delivering exceptional client service. Preferred Qualifications Series 7, 66, and Insurance licenses preferred but can be obtained after hire.Proactive, critical thinker with strong communication and presentation skills.Organized with a disciplined approach to business. Compliance with background checks, credit screening, and licensing regulations is required for employment.