Senior Private Client Relationship Manager

About the role

As a Financial Advisor, you will utilize a comprehensive financial planning framework to guide prospective clients through all aspects of their financial lives, driving new business acquisition. You will be supported by a collaborative team, specialized resources, and expert professionals to help clients achieve their financial goals.

Responsibilities

• Building trust with clients
• Understanding their needs
• Providing targeted advice on asset allocation, investment management, wealth planning, credit, and banking
• Managing ongoing portfolio activities, including loan and depository account maintenance, and client check-ins
• Adhering to risk, control policies, and regulatory guidelines

Qualifications

• Over ten years of experience in Private Banking or Financial Services
• Bachelor’s degree
• Proven sales success
• Strong community network
• Knowledge of investments and wealth management

Skills

• Proactive problem‑solving
• Clear communication
• Organizational discipline
• Client‑focused approach