Key Private Bank Relationship Manager

Serve as the primary advisor for high-net-worth clients, building and executing client financial strategies aligned to goals. Coordinate an extended KPB advisory team (trust, investment, planning) and use client reviews, CRM, and meetings to develop financial plans. Present tailored banking, borrowing, and investment solutions while expanding relationships, converting referrals, and meeting sales targets through disciplined prospecting. Support community-driven business development and maintain expertise in wealth management products, services, and regulations.