The Private Client Relationship Manager II (RM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The job will also be responsible for retaining and growing the client relationship and is accountable for exceeding clients’ expectations for asset accumulation, preservation and growth.
The Private Client Relationship Manager II is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, wealth management solutions (via partner referrals) and complex credit solutions for client and their businesses. In so doing, the Private Client Relationship Manager II must focus on maximizing clients’ satisfaction with their Banking relationships, maximizing profitability of the portfolio, while ensuring minimum credit risk for Bank funds.Job Requirements