Client Growth Advisor
6 days ago
This role is an exciting opportunity to join our team as a Private Client Relationship Manager. You will be responsible for managing a portfolio of high net worth clients, identifying new business opportunities, and delivering a superior client experience.
Key Responsibilities
* Manage a portfolio of clients to ensure they receive exceptional service and support
* Identify and pursue new business opportunities that align with our risk appetite
* Collaborate with internal partners to deliver a comprehensive client experience
* Stay up-to-date on industry trends and competitor activity to inform business decisions
Requirements
* 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
* Strong leadership and management skills
* Excellent communication and interpersonal skills
Compensation
The estimated salary for this role is $180,000 - $250,000 per year, depending on location and experience. We offer a competitive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
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