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Private Banking Relationship Manager II
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Full-time
- As a Private Banker (PB), you are responsible for business development of high net worth individuals as well as professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices.
- You are responsible for advising these clients on building, preserving, and managing their wealth by providing depository, treasury management, lending as well as wealth management solutions.
- 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
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Bachelor’s Degree and formal bank credit training preferred
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