Private Client Manager- Investments
Core
Expanding client relationships and advising high-net-worth individuals on financial needs and investment products to deepen existing ties and grow book balances.
Role type
Private Client Manager (Investments)
Builds
Investment products and residential mortgage loans for high-net-worth clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client Management, Client Solutions Advisory, Relationship Building, Financial Analysis, Risk Management, Loan Structuring, Underwriting, Account Management, Investment Knowledge
Preferred skills
CFP, CPA, CFA, CTFA, CFM, JD, MBA
Technologies
Digital capabilities for client experience
Responsibilities
Drives inflows of new business across all product lines with emphasis on Investment Products, Leads complex investment opportunities, Grows book balances and Year over Year revenue, Partners with internal and external partners to identify prospects, Acts as Chief Operating Officer for the client team, Encourages use of digital capabilities, Builds relationships with centers of influence
Seniority
Senior, hands-on IC