Concierge Banking Officer - Palm Beach, FL
Core
Deliver personalized, high-touch banking services and act as a single point of contact for High Net Worth individuals and families.
Role type
Relationship manager (Concierge Banking Officer)
Builds
Personalized banking experiences and client loyalty
Domain
Private banking / Wealth management
Deliverable
client delivery
Required skills
relationship management, financial product knowledge, client service, regulatory compliance, issue resolution, event organization
Preferred skills
sales performance, cross-functional leadership, change management, risk acumen
Technologies
N/A
Responsibilities
Serve as a dedicated relationship manager for HNW clients, develop deep client relationships, provide personalized concierge services including travel assistance, collaborate with internal departments, refer clients to specialists, ensure compliance, resolve client issues, organize exclusive client events
Seniority
Mid-level, hands-on IC