Description
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.
Key responsibilities include 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.
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.
Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities :
- Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
- Leads complex credit opportunities, including structured credit deals
- Grows book balances and Year over Year revenue
- Partners with and mentors Private Client Managers on more complex products and client relationships
- Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
Required Skills :
- Excellent ability to work in team environment
- Strong interpersonal and influence / partnership skills
- Significant knowledge of banking and credit : general understanding of investments, trust and wealth transfer
- 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) required; 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
Desired Skills :
- MBA or Post-Graduate Degree preferred
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Additional Skills Used in this Role :
- Customer focus
- Relationship Building
- Building Rapport
- Credit Analysis
- Advisory Sales
- Problem Solving
- Investment Products & Solutions
- Client Team Management
- Influencing
- Transitioning client conversations
- Collaboration
- Mentoring
Shift :
1st shift (United States of America)
Hours Per Week :
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