Client Manager

CLIENT MANAGER WHAT IS THE OPPORTUNITY?

Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned.

Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.

• Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are created, and meeting with prospective clients jointly.
• Partner with Private Banker in profiling across the full spectrum of the needs of PB target segments. Utilize planning capabilities and proactively offer customized solutions to all clients.
• Identity new opportunities by deepening and broadening existing relationships.
• Participate with CNB team on sales calls. Help Banker facilitate pre-brief and de-brief meetings.
• Assume primary responsibility for onboarding new clients or expanding current clients with new investment management and trust, new loan facilities, new deposits, and all other solutions. Lead coordination with all partners to ensure a smooth and seamless onboarding process.
• Manage relationships with the Private Banker and client team in planning, delivery and regular review with clients including the obtaining of information to complete the 360 reviews.
• Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.
• Proactively communicate with clients about current conditions in the financial markets and necessary adjustments and discuss/recommend changes to their existing solution set. Ensure full client team is coordinated on communication.
• Work closely with Credit Team members in analyzing the financial needs of clients and monitoring their ongoing financial and personal circumstances to make adjustments or take action accordingly. Ensure that required financial information is received in a timely manner and coordinate the preparation of loan documents and subsequent signing.
• Manage client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients.
• Work with the Private Banker and rest of Client Team to ensure preparation of all presentation and review materials.
• For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO.
• Keep current on client’s financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilitates).
• Communicate in a timely and productive manner with clients and with all risk areas, especially the credit team when there is a borrowing relationship.
• Ensure renewal, covenant monitoring, and related documents are received in a timely manner.
• Ensure the bank has a current Investment Policy Statement that is aligned with the client’s objectives.
• Maintain all appropriate training and continuing education requirements for licenses and certifications.

• Bachelor's Degree or equivalent
• Minimum 10 years of relationship management experience in financial services; preferably one or more of the following: asset management,…