Senior Private Bank Relationship Manager
Core
Pursue business development opportunities to establish and maintain relationships with high-net-worth clients, managing multifaceted asset management portfolios and monitoring credit quality.
Role type
Senior Private Bank Relationship Manager (Sales & Portfolio Management)
Builds
Tailored financial solutions across investments, trust, wealth transfer, credit, and deposits for high-net-worth individuals.
Domain
Private Banking / Wealth Management
Required skills
Business development, relationship management, portfolio management, private banking, wealth management, credit analysis, estate planning, tax planning, advanced investment management
Preferred skills
CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS, AWMA, Series 7, Series 66, Series 63, Series 65, Insurance licensing
Technologies
N/A
Responsibilities
Lead client team in planning and delivery of financial solutions; profile client needs and provide tailored advice; monitor ongoing financial circumstances; communicate proactively with clients and risk areas; coach and mentor team members; maintain compliance with bank regulations.
Seniority
Senior, hands-on IC