Senior Private Banking Relationship Manager

4 weeks ago


Philadelphia, Pennsylvania, United States WSFS Bank Full time
Job Summary

WSFS Bank is seeking a highly skilled and experienced Private Banking Relationship Manager to join our team. As a key member of our Private Wealth Management division, you will be responsible for managing high-net-worth individual relationships and developing new business opportunities through the sale and servicing of credit, deposit products, and wealth management services.

Key Responsibilities:
  • Manage Private Banking relationships for high-net-worth individuals and develop new business opportunities.
  • Attend to the needs of private banking and wealth management customers, including consumer loans, commercial loans, lines of credit, and deposit products.
  • Serve as the primary liaison to internal partners in the Commercial and Consumer divisions, as well as external centers of influence for wealth management services.
  • Call on prospective clients and professional service providers to develop new relationships and retain existing business.

Requirements:
  • Bachelor's Degree in a Finance-related field or equivalent experience.
  • Minimum 5 years of commercial lending, Private Banking, or wealth management experience.
  • Knowledge of key financial, investment, and fiduciary concepts, as well as commercial, consumer loan, and deposit products.
  • Results-oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
  • Superior interpersonal, organizational, and client service skills.

About WSFS Bank:
WSFS Bank is an equal opportunity employer and is committed to creating an inclusive and supportive work environment. We offer competitive salaries, advancement opportunities, and a comprehensive benefits package. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.

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