About this opportunity
JCW Group lists this Private Banking Relationship Manager opportunity in new york city, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview:
A community bank is looking for a Private Banking Advisor to add to their Fairfield County, CT office. The ideal candidate will have a background in private banking, trust services, or client advisory, and will be skilled in both business development as well as managing existing HNW/UHNW client relationships.
Key Responsibilities:
Manage and grow a portfolio of high-net-worth clients.
Provide comprehensive wealth management solutions, including investment advisory, trust and estate planning, credit, and banking services.
Develop new client relationships through referrals, networking, and business development activities.
Collaborate with internal partners (trust officers, private bankers, portfolio managers, etc.) to deliver a coordinated client experience.
Ensure compliance with all internal policies and regulatory requirements.
Qualifications:
Minimum 5 years of experience in wealth advisory, private banking, or trust services.
Proven track record of managing high-net-worth relationships.
Strong network of business preferred.
Strong knowledge of investment, estate, and financial planning concepts.
Bachelor’s degree in finance, economics, business, or related field.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.