Key Private Bank Sr. Relationship Manager
Core
Sr. Relationship Manager serving high net worth clients by providing personalized banking, borrowing, and investment solutions to achieve financial goals.
Role type
Senior IC private banking relationship manager
Builds
Personal and commercial banking products, investment portfolios, and credit solutions for high net worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
sales and business development, financial planning, investment advisory, credit analysis, relationship management, prospecting, financial statement analysis
Preferred skills
trust services, regulatory compliance knowledge, competitor analysis
Technologies
CRM systems, personal computer applications
Responsibilities
Act as primary client advisor recommending banking and investment solutions; develop comprehensive understanding of client needs via financial data analysis; prepare and deliver client presentations; meet sales goals by expanding relationships and capturing new business; maintain prospecting pipeline; participate in community organizations for business development
Seniority
Senior, hands-on IC