Private Banking Relationship Manager Job at JCW Group, New York, NY

  • JCW Group
  • New York, NY

Job Description

Overview:

Our client, a regional bank, is looking for a Private Banking Advisor in 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.

Job Tags

Full time, Work at office

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