High Net Worth Relationship Manager

7 days ago


Atlanta, Georgia, United States First Citizens Bank Full time
Overview:
As a High Net Worth Relationship Manager at First Citizens Bank, you will play a crucial role in supporting the Wealth Management division's growth and profitability goals through new business development and client retention activities. You will develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions.

Key Responsibilities:

1. Client Acquisition: Acquire clients for Wealth Management through various sales and marketing techniques, providing customized banking solutions based on client needs and coordinating with overall wealth plans. Develop internal and external networks representing the Bank in the community and markets served.

2. Portfolio Management: Manage a portfolio of HNW clients geared towards complex credit and deposit solutions, monitoring performance, and ensuring compliance with applicable standards. Prepare credit packages and collaborate with middle office and credit administration to facilitate appropriate credit approval.

3. Sales Responsibility: Sell credit, depository, and wealth management solutions through consultation and teamwork, providing guidance to less experienced associates and assisting with special projects as assigned. Develop deep internal partnerships and external centers of influence to drive new client acquisition.

4. Relationship Development: Establish relationships with high net worth clients to monitor financial situations and identify client needs resulting in new sales opportunities. Provide ongoing service to assigned relationships and accounts, handling inquiries to ensure an outstanding client service experience. Leverage community visibility, external, and internal relationships into new business opportunities.

5. Collaboration: Work closely with wealth partners to support the client experience through consistent execution of client service plans, engaging with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client.

Qualifications:

Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management

Estimated Salary: $120,000 - $180,000 per year, depending on location and experience. This estimate is based on industry standards and job requirements.

First Citizens benefits programs are designed to meet our associates where they are in life, offering a comprehensive benefits package, including customizable offerings to support families, however defined. For more information regarding our benefits offerings, please visit our website.

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