Private Client Manager II

Job Description: This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include 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.

Requirements

• 15+ years’ experience in private banking (ultra high-net-worth space), business development and relationship management
• Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
• Series 7, 63 and 65 (or Series 7 and 66) required; 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

Benefits

• Industry-leading benefits
• Paid time off
• Formulaic incentive plan