Description
The Private Client Relationship Manager will serve high-net-worth individuals and organizations by providing business depository, treasury management, and business lending solutions, while advising clients on wealth planning, asset allocation, investment management, credit, and banking needs. The role focuses on acquiring new clients and assets, developing holistic financial solutions, partnering with internal specialists, and maintaining strong client relationships and regulatory compliance. It requires at least ten years of experience in private banking or financial services, a bachelor’s degree, proven sales success, and an established professional network.
