Private Client Relationship Manager
$83,000–$104,000 year
On-siteStaten Island, New York, United States
Job Summary
Acquire and onboard affluent clients through outbound calling and partner introductions, then grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations. Deepen relationships via proactive outbound engagements based on life events and financial triggers while partnering with Wealth Advisors and Certified Financial Planners to present personalized strategies. Provide exceptional, high-touch client experiences and collaborate with colleagues across Retail, Business Banking, and Mortgage lines to ensure seamless service. Leverage Salesforce CRM to track activity and drive growth in new investment assets, deposits, and lending units. Maintain required SIE, Series 6, 7, 63, and 66 licenses while ensuring compliance with industry regulatory requirements. Work a standard 40-hour week with potential Saturday hours.
Required Qualifications
- Bachelor's degree (preferred)
- 3 - 5 years of banking, wealth management or other relevant equivalent experience
- Experience working with affluent and high net worth clients
- SIE, Series 6 (or 7) and Series 63 (or 66) licenses
- Life, Health, and Accident Insurance licenses
- Demonstrated success in a client-centric, initiative-taking sales environment
- Experience establishing and maintaining relationships with clients and internal partners
- Knowledge of industry regulatory requirements to ensure a sound control environment
- Excellent written and verbal communication skills
- M-F; potential Saturday hours
Desired Qualifications
- Certified Financial Planners (CFPs)
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