Private Bank Associate Relationship Manager

Role Overview

• Identifies opportunities to retain, expand and acquire client relationships.
• Engages and coordinates the extended advisory team based on client needs.
• Acts as a client advocate/representative on assembled team.
• Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
• Prepares and delivers in person client presentations, presenting appropriate financial solutions via consultative review and proactive contact.

Requirements

• Bachelor's Degree in a business-related field (preferred) OR equivalent experience (required).
• 3+ years of financial services-related experience (required).
• FINRA License S7 (preferred).
• FINRA License S66 (preferred) or FINRA License S63 (preferred) and FINRA License S65 (preferred).
• Excellent client relationship and superior partnering skills.
• Deep knowledge of financial products and banking regulations.
• Established excellent written and verbal communication skills.
• Experience in working with high-net-worth individuals and their financial issues (preferred).
• Sales or customer service experience.

Benefits

• Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
• Flexible work arrangements.
• Professional development opportunities.