<p><span style="color: rgb(0, 0, 0);"><strong>Location:&nbsp;</strong>On at the location listed in the job posting.</span></p><div><span style="color: rgb(0, 0, 0);"><strong>Summary</strong></span></div><p><span style="color: rgb(0, 0, 0);">The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations.&nbsp;&nbsp;In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.</span></p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li><span style="color: rgb(0, 0, 0);">Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience</span></li><li><span style="color: rgb(0, 0, 0);">Generate business results and acquire new assets, both from new client acquisition</span></li><li><span style="color: rgb(0, 0, 0);">Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs</span></li><li><span style="color: rgb(0, 0, 0);">Partner with internal specialists to provide interdisciplinary expertise to clients when needed</span></li><li><span style="color: rgb(0, 0, 0);">Connect your clients across all lines of business</span></li><li><span style="color: rgb(0, 0, 0);">Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach</span></li><li><span style="color: rgb(0, 0, 0);">Strictly adhere to all risk and control policies, regulatory guidelines and security measures</span></li><li><span style="color: rgb(0, 0, 0);">Performs all other duties as assigned.&nbsp;</span></li></ul><p>&nbsp;</p><p><span style="color: rgb(0, 0, 0);"><strong>Qualifications</strong></span></p><ul><li><span style="color: rgb(0, 0, 0);">Ten plus years of work experience in Private Banking or Financial Services</span></li><li><span style="color: rgb(0, 0, 0);">Bachelor’s Degree required</span></li><li><span style="color: rgb(0, 0, 0);">Proven sales success and strong business acumen</span></li><li><span style="color: rgb(0, 0, 0);">Strong community presence with an established network</span></li><li><span style="color: rgb(0, 0, 0);">Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts</span></li><li><span style="color: rgb(0, 0, 0);">Focuses on the client experience and works tirelessly on the client’s behalf</span></li></ul><p>&nbsp;</p><p><span style="color: rgb(0, 0, 0);"><strong>Preferred Qualifications</strong></span></p><ul><li><span style="color: rgb(0, 0, 0);">Series 7, 66 and Insurance licenses preferred, but can be obtained after employment&nbsp;</span></li><li><span style="color: rgb(0, 0, 0);">Proactive, takes initiative, and uses critical thinking to solve problems</span></li><li><span style="color: rgb(0, 0, 0);">Dynamic and credible professional who communicates with clarity and has exceptional presentation skills</span></li><li><span style="color: rgb(0, 0, 0);">Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business</span></li></ul>