Private Client Relationship Manager

Own client acquisition and relationship management for affluent and high-net-worth individuals by leading outbound outreach and onboarding into a book of business. Conduct discovery and financial planning conversations to grow deposits, investments, and lending balances, and respond to life-event triggers to retain clients. Partner with Wealth Advisors and Certified Financial Planners to deliver high-touch experiences, leverage Salesforce CRM to track activity, and contribute to measured growth in assets, deposits, lending, and client satisfaction.