Private Banking Relationship Manager

6 days ago


Houston, United States Richard, Wayne & Roberts Full time

Private Client Banking Manager

Houston TX

Assisting our Client, a focused investment management group offering equity solutions. Need Private Banker Sales Folks To Build and manage key relationships in the Banking and Wealth Practice In Houston. Private Banking Wealth / Commercial / Retail Banking. Develop new client relationships. Over 100 Billion in Assets. The industry leader for over 100 years. Investment management, financial planning, trust, and private banking services.

The key focus will include developing client relationships through an active calling effort targeting individuals whose financial status falls within the private banking target market. Develop, manage, retain, and expand client relationships. Loan and deposit growth, revenue generation, and revenue growth.

Identify opportunities for the sale of investment management products and trust services.

Our investment services can address a wide range of investment objectives for private clients. This person will play a key role in growing and retaining assets under management.

Responsibilities of the Private Client Banking Manager

The key focus will include developing client relationships through an active calling effort targeting individuals whose financial status falls within the private banking target market. Develop, manage, retain, and expand client relationships. Loan and deposit growth, revenue generation, and revenue growth.

Identify opportunities for the sale of investment management products and trust services.

Requirements of the Private Client Banking Manager

4+ years of financial services industry or Commercial Banking/Retail Personal Banking experience.

Pluses, Experience managing investment or Banking relationships.

Our Job Seeker Coaching includes:

Our dedicated team can help you find the kind of rewarding, challenging career opportunities that you are looking for

If interested in learning more, send an updated resume to ckennedy@rwr.com



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