Sr Private Bank Relationship Manager
Core
Establish, maintain, and build relationships with high-net-worth clients to manage multifaceted asset management portfolios, loans, and complex financial needs including estate and tax planning.
Role type
Senior Private Bank Relationship Manager
Builds
Tailored financial solutions across investments, trust, wealth transfer, credit, and deposit services for high-net-worth individuals.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Business development, relationship management, portfolio management, credit analysis, financial planning, estate planning, tax planning, investment management, regulatory compliance
Preferred skills
CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS, AWMA, Series 7, Series 66, Series 63, Series 65, Insurance licensing
Technologies
Bank MLO registration systems, mortgage origination platforms
Responsibilities
Develop new client relationships through referrals and community involvement; profile client needs and provide tailored advice; lead client teams in planning and delivery; analyze financial needs and monitor circumstances; identify additional opportunities from existing clients; ensure preparation of presentation materials; communicate proactively with clients and risk areas; coach or mentor others as subject matter expert.
Seniority
Senior, hands-on IC
