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Private Client Portfolio Associate
Job in
Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listed on 2026-07-13
Listing for:
Enterprise Bank & Trust
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Private Banking, Financial Sales
Job Description & How to Apply Below
Enterprise Bank & Trust seeks a Private Client Portfolio Manager I to support frontline private banking clients and wealth prospects. You will assist in opening accounts, processing loan data, and coordinating with credit for timely funding.
The role emphasizes client service via phone, email and in-person requests, with emphasis on relationship building, cross-selling opportunities, and collaboration with Relationship Managers and marketing efforts.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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