Sr. Private Client Relationship Manager
On-site · Fort Lauderdale, Florida, United States or Boca Raton, Florida, United States
Job Summary
Private Client Relationship Manager role focused on delivering depository, treasury management, and business lending solutions to organizations while advising high net worth individuals on wealth-building and preservation. Responsibilities include acquiring new client relationships, understanding client needs, advising on balance sheets and asset allocation, collaborating with internal specialists across lines of business, and ensuring adherence to risk, regulatory, and security policies to support holistic goals-based planning and long-term client success.,
Required Qualifications
- Ten plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
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