Job Title: Senior Private Client Relationship Manager
Job Responsibilities:
- Develop professional associations with target industries, specifically Attorney/Law Firm Practices and Healthcare Practices.
- Provide business depository, treasury management, and business lending solutions to organizations.
- Advise high net worth individuals on wealth management, using financial planning strategies to address all aspects of their balance sheet.
- Generate business results and acquire new assets through new client acquisition.
- Advise clients on asset allocation, investment management, wealth planning, credit, and banking needs.
- Partner with internal specialists to offer interdisciplinary expertise to clients.
- Connect clients across all lines of business to ensure comprehensive service delivery.
- Ensure proposed solutions meet clients' needs and objectives through a holistic, goals-based planning approach.
- Adhere strictly to all risk and control policies, regulatory guidelines, and security measures.
- Perform additional duties as assigned.
Education and Experience Information:
- A Bachelor’s Degree is required.
- Ten plus years of work experience in Private Banking or Financial Services.
- Proven sales success and strong business acumen.
- Established network and strong community presence.
- Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
- Focus on providing an exceptional client experience.
Preferred Qualifications:
- MBA, JD, CFA, or CFP preferred.
- Series 7, 66, and Insurance licenses preferred.
- Proactive, initiative-driven, and capable of critical thinking to solve problems.
- Dynamic and credible professional with clarity in communication and exceptional presentation skills.
- Strong organizational skills with a disciplined and organized approach to business operations.
Legal and Compliance Requirements:
- Meet the requirements of a background credit check as part of the employment process.
- Compliance with the Mortgage Licensing Act of 2008 and all related regulations is required for ongoing employment.
About the Company:
Benefit Highlights:
- Medical plans with wellness incentives, dental, and vision.
- Health Savings Account (HSA) with company match.
- Maternity and parental leave.
- Tuition reimbursement.
- Mentor program.
- 401(k) with a 6% match.
- Additional benefits available on the company's website.
