Senior Private Client Relationship Manager

Job description

Location

On at the location listed in the job posting.

SUMMARY

Manages a private banking portfolio of high-net worth clients providing sophisticated solutions tailored to their individual needs . Provides holistic advice to help guide and protect these families to help preserve their legacy. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Focused on achieving full balance sheet goals to include loans, deposits, and assets under management by anchoring around financial planning for every client.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Builds and maintains a product portfolio mix of targeted high value clients; retains current clients and ensures client satisfaction while growing portfolio by leveraging best in class products and solutions Develops new relationships Calling on targeted potential clients to uncover prospect needs for products and services. Makes client focused recommendations and positions appropriate solutions. Develops sales plans and strategies to ensure achievement of deposit, loan, planning, and fee goals.

Finalizes, helps structure and close deals with a high rate of successful closure. Educating the customer about financial strategies, products and services that will meet or exceed their needs (e.g. financial planning, investments, insurance, credit, market trends). Monitors customer information, product selections, financial plans and market trends to identify new customer needs and opportunities to retain and grow portfolio.

Identifies opportunities to introduce cross-sells retail and trust services such as credit cards, personal trusts, investment, financial, and planning services. Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). Performs all other duties as assigned

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor degree and 5+ years of experience or equivalent combination of education and experience Series 7, 66 and Insurance licenses required Credit training preferred