Key Private Bank Relationship Manager
Core
Primary client advisor for high net worth individuals, developing financial strategies and coordinating extended advisory teams to meet client goals.
Role type
Private Bank Relationship Manager
Builds
Personal and commercial banking, borrowing, and investment solutions
Domain
Financial Services / Wealth Management
Required skills
High net worth client advisory, financial planning, sales and business development, prospecting, knowledge of investments/trust/credit, financial statement analysis, consumer and commercial lending
Preferred skills
FINRA Licenses (S7, S66, S63, S65), CFP, CIMA, CPA, CFA, Certified Wealth Strategist, Licensed Attorney
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
Mid-Senior, hands-on IC