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Years of Experience
Date Last Verified
ProfileManaging Director & Private Bank Relationship Manager Duties: Responsible for leading efforts to build and expand banking, credit and investment advisory relationships with individuals who are strategic to Bank. Develop deep personal relationships, anticipate client needs and become a trusted advisor is essential to success in this role. Servicing a broad range of client financial needs, including financial planning, investment management, retirement support, and banking/credit support. Leads clients with a clear and proactive communication approach while acting as a fiduciary. Reports to Head of Sales & Relationship Management, Private Bank.
Qualification and Experience
Requirements: Bachelor’s degree; MBA, JD Degree, CFA, CFP, or CIMA strongly preferred. 12+ years of private client/private banking experience. Able to lead both investment and credit portfolio growth efforts in assigned markets through broad knowledge of investments, banking, trust services, financial planning and traditional/tailored credit. Experience working with venture and private equity professionals, entrepreneurs and technology executives in the high-tech and life science industries preferred. Must be able to simultaneously develop strong working relationships with clients and across internal investment channels and banking teams. Engages in business community activities to enhance visibility in target market segments. strong financial planning skill set; develops plan to meet short, medium and long-term client goals. Able to construct and deliver customized portfolio advice along with specific investment recommendations. Accept assets in a manner that complies with operational control procedures of the company. Review all assets to ensure compliance with all policies and procedures. Tracks and monitors client portfolios to ensure full compliance and investment objectives are met. Advanced knowledge of traditional loan underwriting, operations and products. Able to identify, structure and negotiate customized loans, both unsecured and against liquid/illiquid collateral. Maintains good working relationship with key individuals and professional groups in the community, including attorneys, CPAs and insurance experts. A high-touch, client-focused individual with exceptional relationship management and sales skills. Independent contributor, yet highly collaborative with strong team approach. Must be willing to invest in the success of colleagues within immediate team.
Requisition Number: 4576