Key Private Bank Senior Relationship Manager
Core
Senior Relationship Manager serving high net worth clients by providing personalized banking, borrowing, and investment solutions to achieve financial goals.
Role type
Senior IC Private Bank Relationship Manager
Builds
Client financial plans, banking/borrowing/investment solutions, and new business growth
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Sales and business development, client advisory, financial planning, prospecting, knowledge of investments/trust/credit, knowledge of banking regulations, financial statement analysis, lending expertise
Preferred skills
FINRA licensing (S7, S66, S63, S65), CFP, CIMA, CPA, CFA, JD, CWS
Technologies
CRM systems, personal computer applications
Responsibilities
Recommend banking and investment solutions, develop comprehensive client financial plans, deliver client presentations, meet sales goals, maintain prospecting pipeline, participate in community organizations
Seniority
Senior, hands-on IC