Key Private Bank Senior Relationship Manager
Hybrid
Core
Senior Relationship Manager serving high net worth clients with personalized banking, borrowing, and investment solutions.
Role type
Senior IC Private Bank Relationship Manager
Builds
Client financial plans and relationships
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Sales and business development, client advisory, financial planning, wealth management products, lending, prospecting
Preferred skills
FINRA licenses (S7, S66, S63, S65), CFP, CIMA, CPA, CFA, JD, CWS
Technologies
CRM systems, personal computer applications
Responsibilities
Recommend banking and investment solutions, develop client financial plans, lead extended advisory teams, meet sales goals, prospect for new business, participate in community organizations
Seniority
Senior, hands-on IC