Private Client Manager II
Core
Expands client relationships and drives inflows of new business across credit, assets under management, and deposit product lines for high-net-worth clients.
Role type
Senior Private Client Manager (High-Net-Worth)
Builds
Branded Client Experience and deepened financial relationships
Domain
Private 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
Leads complex credit opportunities including structured credit deals, mentors Private Client Managers on complex products, acts as Chief Operating Officer for the client team, encourages adoption of digital capabilities, builds relationships with internal and external partners
Seniority
Senior, hands-on IC