Private Client Relationship Manager

The Private Client Relationship Manager (PCRM) Sr. is responsible for developing and managing a portfolio of high-net-worth clients by providing personalized banking, lending, and wealth solutions. They serve as a trusted financial advisor , understanding clients’ financial goals and recommending customized credit, deposit, investment, insurance, and planning services in collaboration with internal specialists. Key duties include growing client relationships through proactive outreach , structuring complex credit solutions, and driving growth in deposits, loans, and fee income. They collaborate with cross-functional teams to deliver integrated client experiences and maintain a strong community presence to generate referrals. The role involves monitoring client portfolios for changes, ensuring compliance with regulatory policies, and acting as a role model for team collaboration and company values. Qualifications include a bachelor’s degree , at least 10 years of financial industry experience , proven success managing affluent clients, advanced credit knowledge, strong relationship management skills, and relevant licenses such as FINRA Series 6/7 and insurance licenses. #J-18808-Ljbffr LS Solutions