High Net Worth Account Manager

3 weeks ago


Tampa, Florida, United States Amerantbank Full time
Job Responsibilities:

The Private Client Group Relationship Manager at Amerantbank is responsible for developing and managing a client book of business with a focus on the domestic professional segment.

This role involves leveraging market knowledge to ensure delivery of high standards of service, strengthening customer loyalty, and maintaining a dedicated, high-touch service and professional relationship.

Key responsibilities include:

  • Assessing customer goals and needs
  • Providing comprehensive advice on banking products
  • Optimizing cross-selling opportunities
  • Preparing proposals based on clients' objectives
  • Coordinating client meetings with product specialists
  • Identifying potential customer issues and channeling them with responsible units for resolution

Amerantbank is committed to delivering exceptional service to its high-net-worth customers. To achieve this, we seek an experienced relationship manager who can develop, expand, and retain a book of business while ensuring compliance with relevant laws, regulations, and internal policies.

Compensation:

We offer a competitive salary range of $120,000 - $180,000 per year, as well as opportunities for professional growth and development.



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