Private Client Relationship Manager

Build and grow a book of business for affluent and high-net-worth clients by acquiring new clients, delivering discovery and financial planning conversations, and presenting personalized strategies aligned to client objectives. Deepen relationships through proactive outbound outreach tied to life events and financial triggers. Partner across Wealth teams and other lines of business to provide a seamless client experience, using Salesforce CRM to track activity and drive measurable growth in assets, deposits, and lending.