Job Title: Key Private Bank Relationship Manager
Job Responsibilities:
- Serve as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients achieve their financial goals.
- Lead, coordinate, and assemble the advisory team, including trust, investment, and planning strategists, based on the complexity of the relationship.
- Develop a comprehensive understanding of the client's needs through analysis of personal and business financial data gathered from Relationship Reviews, CRM systems, and personal meetings.
- Capture client goals in a financial plan and prepare/deliver client presentations individually or as part of a team.
- Meet or exceed assigned sales goals by expanding existing client relationships, closing referrals, and capturing new business growth.
- Maintain a disciplined approach to prospecting and maintain a pipeline by leveraging referrals from internal and external sources.
- Actively participate in community organizations to source business development opportunities and demonstrate the company's commitment to the local community.
- Develop and maintain an in-depth knowledge of financial wealth management services/products and competitors.
- Comply with all company policies and procedures, including acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of clients and the company.
- Perform other duties as assigned; responsibilities and activities may change at any time with or without notice.
Education and Experience Information:
- Bachelor's degree in a business-related field or equivalent work experience is required.
- 5 years of demonstrated sales and business development experience with proven results is required.
Licenses and Certifications:
- Preferred certifications include FINRA Series 7 and 66 (or 63 & 65), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Wealth Strategist, and Licensed Attorney/JD (varies by state).
Tactical Skills:
- Ability to build trust with a client-centric approach.
- Strong or advanced knowledge of Investments, Trust, and Credit; ability to consult and prioritize client needs.
- In-depth knowledge of financial products and banking regulations.
- Strong client advisory skills and experience with personal and commercial financial statements.
- Comprehensive understanding of consumer and commercial lending.
- Excellent verbal and written communication skills.
- Proficient in personal computer applications to drive results.
Personal Skills:
- Collaboration: Experience in participating in productive collaborative processes.
- Critical Thinking: Ability to identify, obtain, and organize relevant data and ideas.
- Emotional Intelligence: Identifies and develops relevant components of emotional intelligence.
- Empathy: Utilizes active listening skills and appreciates diverging viewpoints.
- Influence: Develops persuasive arguments and utilizes active listening skills.
- Persuasion: Provides persuasive messages using well-reasoned arguments.
- Resilience: Ability to remain unaffected by others' moods and behaviors while demonstrating empathy.
Practical Skills:
- Business Acumen: Participates in business tasks and communicates key considerations for decision-making.
- Risk Management: Implements or manages risk management processes for the business unit.
Core Competencies:
- All employees are expected to demonstrate the company's values and sustain proficiency in identified leadership competencies.
Physical Demands:
- General office duties include prolonged sitting, face-to-face communication, frequent use of PC/laptop, and occasional lifting/pushing/pulling of items up to 10 lbs.
Travel:
- Occasional travel, including overnight stays, may be required.
Driving Requirements:
- Ability to routinely operate a motor vehicle with a valid driver's license.
Salary Information:
- Not provided in the text.
The company is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations.
