Private Banking Relationship Manager
Job in
New Britain, Hartford County, Connecticut, 06051, USA
Listed on 2026-02-12
Listing for:
JCW Group
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Wealth Management
Job Description & How to Apply Below
A regional bank in Fairfield County is seeking an experienced Private Banking Wealth Advisor. This role requires direct management of high-net-worth relationships, disciplined business development, and the ability to coordinate complex banking, credit, and investment needs.
Base pay range$/yr - $/yr
Key Responsibilities- Manage a defined book of HNW clients; ensure consistent delivery of banking, credit, and wealth advisory services.
- Acquire new relationships through centers of influence, targeted prospecting, and referral channels.
- Conduct detailed financial reviews and structure tailored lending, deposit, and investment solutions.
- Partner with internal specialists (credit, trust, investments, commercial banking) to execute client strategies.
- Maintain accurate documentation, adhere to regulatory requirements, and ensure risk controls are met.
- Track pipeline activity, revenue opportunities, and relationship profitability.
- Minimum 5+ years in private banking, wealth management, or related HNW advisory roles.
- Demonstrated success in generating new HNW relationships in Fairfield County or similar markets.
- Strong understanding of credit structures, portfolio construction basics, and balance‑sheet‑based advice.
- Ability to manage complex family, business‑owner, and multigenerational client needs.
- Any relevant certifications such as CFA or CFP is preferred but not required.
- Mid‑Senior level
- Full‑time
- Finance
- Financial Services and Investment Management
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