State Licensed Private Client Manager

A company is looking for a Manager, Private Client Relationship Manager.

Key Responsibilities

Act as a single point of contact for affluent clients and manage a Private Client Banking book of business

Identify and solicit clients to achieve growth targets in deposits, wealth revenue, and consumer lending

Ensure compliance with policies and manage operational risks while developing personalized banking solutions

Required Qualifications

Bachelor's Degree in Arts / Sciences (BA / BS) or equivalent job-related experience required

Experience in financial services, including corporate, consumer, mortgage, investments, or private client banking

Investment sales experience strongly preferred

Successful sales experience in a salary plus incentive environment with individual sales goals required

FINRA Series 6 / 7 and state registration (including 63, 65, or 66) required