Senior Private Client Relationship Manager

Advise high-net-worth clients on building, preserving, and managing wealth using a holistic financial planning approach. Drive new client acquisition by earning trust, understanding needs, and delivering targeted solutions across business deposits, treasury management, and business lending. Provide guidance on clients’ balance sheets—including asset allocation, investment management, credit, and banking needs—while partnering with internal specialists and ensuring strict adherence to risk, control, and regulatory requirements.