Role OverviewThis role is ideal for an established, senior relationship-oriented banker who can move beyond a traditional lending model to deliver planning-led relationships spanning credit, deposits, and wealth management. The Private Client Relationship Manager will develop and expand private banking relationships by integrating lending, deposit, and wealth management solutions for affluent and high-net-worth clients.
What You Will Do
Manage a portfolio of affluent and high-net-worth client relationships, develop new private banking relationships, originate lending opportunities, and generate deposit growth and funded loan production.
Why It Might Be a Fit
The ideal candidate will have significant experience in private banking, wealth management, commercial banking, or a closely related relationship-management role, with a strong consultative and financial-planning mindset and the ability to uncover needs beyond individual banking products.
Requirements
- Significant experience in private banking, wealth management, commercial banking, or a closely related relationship-management role
- Demonstrated ability to originate and manage affluent or high-net-worth client relationships
- Proven production across lending and deposit relationships, with the ability to identify opportunities for broader wealth and investment engagement
- Experience developing approximately $10M in annual deposits and $10M–$12M in annual funded loans is highly attractive
- Demonstrated success generating or referring assets under management
- Strong consultative and financial-planning mindset with the ability to uncover needs beyond individual banking products
- Series 7, Series 63, CFP, or similar credentials are attractive
Benefits
- Comprehensive, planning-led financial solutions
- Opportunities for broader wealth and investment engagement
- Ability to uncover needs beyond individual banking products
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