Private Client Manager – Investments

• Expanding client relationships by identifying opportunities to deepen existing relationships

• Advising on the client’s financial needs and the full array of Private Bank's capabilities

• Establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects

• Executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience

• Responsible for the provision of residential mortgage loans, subject to SAFE Act registration

• 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
• Series 7, 63, and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
• Excellent ability to work in a team environment
• Strong interpersonal and influence / partnership skills
• Significant knowledge of banking and credit: general understanding of investments, trust, and wealth transfer
• MBA or Post-Graduate Degree, CFP, CPA, CFA, CTFA, CFM or JD a significant plus

• residential mortgage loans
• banking
• credit
• investments
• trust
• wealth transfer

• relationship management
• teamwork
• interpersonal skills
• influence skills
• partnership skills

• Series 7
• Series 63
• Series 65
• Series 66
• MBA
• CFP
• CPA
• CFA
• CTFA
• CFM