Senior Relationship Manager
TPD

Portland, Oregon

Posted in Human Resources and Personnel


This job has expired.

Job Info


Our client, a leader in banking, is looking for a Senior Relationship Manager to join their team.

Our client thinks ahead and is investing where there will be the most impact, such as financing for small businesses, promoting programs for sustainable energy, and pushing diversity and programs for women entrepreneurs. With locations through the USA, our client is taking action to protect our precious planet.

What you will be doing:

You will be a recognized subject matter expert managing large scale projects and processes. The Sr Relationship Manager is the first initial point of contact and the primary contact to the company's highest income / net worth client's portfolio with a focus on $3.5 M and $15M very high net worth. The Sr Relationship Manager is responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice.

Essential Job Functions:

  • Acts as the main point of contact for affluent and high end net worth clients for Wealth Management.
  • Demonstrates solid business development skills
  • Responsible for identifying client needs and ensuring needs
  • Expands client portfolio through referrals to Fiduciary Officers, Portfolio Managers, BWIS Representatives, Real Estate, Tax and Estate Officers.
  • Responsible for following up to ensure all banking services provided to clients exceed their expectations.
  • Providing clients a high level of consultative financial advice
  • Ensures all documentation is up to date, in compliance with all policies, regulations, laws and procedures.

What you bring:
  • Requires deep knowledge of job area typically obtained through advanced education combined with experience.
  • Typically viewed as a specialist within discipline.
  • May have broad knowledge of project management.
  • Requires 7 years minimum prior relevant experience.
  • Bachelor's Degree Finance, Accounting, Bus Admin or related field
Licenses & Certifications

Series License-7 Upon Hire
Series License-66 or FINRA Series 63 & 65 Upon Hire

Skills
  • Solid knowledge of financial products and services for the ultra-high end net worth individual market.
  • Solid knowledge of consumer lending; credit, documentation and portfolio management Solid knowledge of brokerage and investment products Intermediate software application experience.

Equal Employment Opportunity Policy

The company is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. The company is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

The company will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Interviews are happening this week and we would love to see your application!


This job has expired.

More Human Resources and Personnel jobs


ADP
Alpharetta, Georgia
Posted about 5 hours ago

ADP
Maitland, Florida
Posted about 5 hours ago

ADP
Roseland, New Jersey
Posted about 5 hours ago

Get Hired Faster

Subscribe to job alerts and upload your resume!

*By registering with our site, you agree to our
Terms and Privacy Policy.