Private Client Manager II
Core
Expanding client relationships and driving inflows of new business across credit, assets under management, and deposit product lines for high-net-worth clients.
Role type
Private Client Manager II
Builds
Residential mortgage loans, structured credit deals, and managed client portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client Management, Loan Structuring, Relationship Building, Risk Management, Financial Analysis, Underwriting, Account Management
Preferred skills
MBA, CFP, CPA, CFA, CTFA, CFM, JD
Technologies
Digital capabilities
Responsibilities
Drives inflows of new business across all product lines, Leads complex credit opportunities including structured credit deals, Grows book balances and Year over Year revenue, Partners with and mentors Private Client Managers on more complex products, Acts as Chief Operating Officer for the client team, Encourages use and adoption of digital capabilities, Builds relationships with internal and external partners
Seniority
Mid-Senior, hands-on IC
