VP, Private Client Advisor

Enterprise Bank & Trust seeks a VP, Private Client Advisor to grow and manage high net worth relationships. In this relationship-driven role, you'll provide customized banking, lending, and wealth solutions, coordinating with internal partners across commercial banking, trust, and investments. You will proactively develop new clients through centers of influence and community involvement, conduct comprehensive financial reviews, and deliver tailored advice aligned with client goals.

Success requires strong credit and financial analysis skills, a deep understanding of deposit and lending products, and a commitment to integrity, collaboration, and community impact.

Responsibilities

• Develop and manage a portfolio of high-net-worth private clients
• Conduct comprehensive financial reviews and deliver tailored banking, lending, and wealth solutions
• Proactively originate new relationships through networking and community involvement
• Collaborate with commercial banking, trust, and investment partners to deepen relationships
• Assess credit needs, structure lending solutions, and monitor portfolio quality
• Ensure compliance with bank policies, regulatory requirements, and risk standards
• Use CRM tools to manage pipeline, track activities, and report results
• Represent the bank in community and professional organizations to elevate brand presence
• Provide exceptional, proactive service and serve as primary point of contact for clients
• Mentor junior bankers or associates as needed

Required Skills

• High-net-worth relationship management
• Commercial and personal banking products
• Wealth management solutions
• Credit and financial analysis
• Portfolio management
• Sales and business development
• Financial planning concepts
• Regulatory and compliance knowledge
• Negotiation and closing skills
• CRM and pipeline management