Senior Private Client Relationship Manager

Job description

Location: On site Summary: The Prive Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience - Generate business results and acquire new assets, both from new client acquisition - Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs - Partner with internal specialists to provide interdisciplinary expertise to clients when needed - C...