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:
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