Job Description Summary
Seasoned Professional contributor works independently with limited supervision. The Relationship Manager is the first initial point of contact and the primary contact to highest income / net worth client's portfolio with a focus on $250k affluent and $ 3.5M high net worth. The Relationship Manager is responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice.
Essential Job Functions
Acts as the main point of contact for affluent and high end net worth clients for Wealth Management.
Demonstrates solid business development skills by acquiring profitable client relationships with high income/net worth clients of Wealth Management.
Responsible for identifying client needs and ensuring needs are met by utilizing investments, insurance, Daily Banking, Credit or Other relevant products, in connection with clients tax, legal and estate planning professionals.
Expands client portfolio through referrals to Fiduciary Officers, Portfolio Managers, Representatives, Real Estate, Tax and Estate Officers.
Responsible for following up to ensure all banking services provided to clients exceed their expectations.
Expands and builds relationship with client by proactively monitoring client’s portfolio.
Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for the affluent / high-end private customer needs.
Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures.
Other Job Duties
Performs other duties as assigned.
Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
May have practical knowledge of project management.
Requires 5 years minimum prior relevant experience.
High School Diploma or GED Required
Bachelor's Degree Finance, Accounting, Bus Admin or related field
Licenses & Certifications
Series License-7 highly desired
Series License-66 or Series 63 & 65 in place of 66- highly desired
State Life and Health Licenses- highly desired
Requires NMLS Registry to perform duties as MLO 60 Days
Solid knowledge of financial products and services for the high net worth individual market.
Solid knowledge of consumer lending; credit, documentation and portfolio management Solid knowledge of brokerage and investment products Intermediate software application experience.
Very competitive salary and benefits!
Great company to work for!
Full relocation package is available!
Don't miss out! Apply now and we'll be in touch immediately with more specific details, salary information and to answer any questions!!
This position does NOT provide sponsorship so please do NOT apply if you require sponsorship. Thank You
KP Recruiting Group
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