Private Banking Relationship Managers are the leaders of their team, calling plays by introducing product partners in relations to investments, estate planning and mortgages. You'll be responsible for business development of professional high net worth clients and their related businesses Roll out the "Red Carpet" and provide these clients with unparalleled customer service while providing them with our wealth management and treasury management solutions! Expand upon your existing client relationships and develop new ones in the role of Private Banking Relationship Manager.
A day in the life of a Private Banking Relationship Manager:
- A client facing role of developing new customer relationships generating returns for the bank
- Manage an existing portfolio, seeking opportunities to generate incremental revenue for the bank and meet customer financial goals
- Work with your team, use business acumen to structure financial loans, access strengths and weaknesses of prospective borrowers and price according to risk-rated returns
- Maintains a client portfolio for the bank (
- Seven (7) years of wealth management and lending experience with demonstrated experience working with affluent clientales
- Bachelor's Degree in Business Administration, Finance, Accounting or a related field, or an equivalent combination of education and experience
- Ability to handle complex issues and navigate conflict resolution at all levels of the organization
- Analytical skills with the ability to leverage data to develop and execute strategies
- Strong oral, written and interpersonal skills
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Microsoft Outlook, Word, Excel, and other support systems.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)