Private Bank Assistant Relationship Manager
Core
Support the development, management, and retention of Private Banking client relationships by delivering exceptional experiences and resolving client issues directly.
Role type
Private Bank Assistant Relationship Manager
Builds
Long-term client relationships with individual clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
interpersonal skills, financial planning knowledge, investment management solutions knowledge, trust solutions knowledge, consumer and commercial credit structures knowledge, compliance with bank regulations, ability to work independently, client satisfaction focus, basic knowledge of bank products and services, ability to cross-sell, ability to identify and offer qualified referrals
Preferred skills
Bachelor's degree, experience in assisting with consumer and commercial lending, proactive attitude, ability to coach and mentor others
Technologies
None stated
Responsibilities
Develop working knowledge of Wealth Management services, assess client needs to build and retain relationships, collaborate with internal Bank Partners, independently support and resolve client issues, maintain knowledge of bank policies and regulations (BSA, Reg CC, Reg E), complete required training, foster corporate culture
Seniority
Mid-level, hands-on IC