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Private Client Portfolio Manager : Wealth & Relationships

Job in Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listing for: Enterprise Financial Services Corp.
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Private Banking
Salary/Wage Range or Industry Benchmark: 60000 - 95000 USD Yearly USD 60000.00 95000.00 YEAR
Job Description & How to Apply Below
Position: Private Client Portfolio Manager I: Wealth & Relationships

Enterprise Bank & Trust in Santa Fe seeks a Private Client Portfolio Manager I to deliver a high‑quality experience for private banking and wealth clients and prospects. You will support Relationship Managers by opening accounts, coordinating loan applications, cross‑selling products, and maintaining long‑term relationships through on‑going service via phone, email and in person.

This role requires strong communication, discretion and teamwork.

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