Private Client Manager – Investments

Role Overview

• Expanding client relationships by identifying opportunities to deepen existing relationships
• Advising on the client’s financial needs and the full array of Private Bank's capabilities
• Establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects
• Executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience
• Responsible for the provision of residential mortgage loans, subject to SAFE Act registration

Requirements

• 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
• Series 7, 63, and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
• Excellent ability to work in a team environment
• Strong interpersonal and influence / partnership skills
• Significant knowledge of banking and credit: general understanding of investments, trust, and wealth transfer
• MBA or Post-Graduate Degree, CFP, CPA, CFA, CTFA, CFM or JD a significant plus​

Benefits

• Employee access to affordable, competitive and flexible benefits
• Health insurance
• Paid time off
• Resources and support for physical, emotional, and financial wellness