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Private Banking Relationship Manager
Career Insights for Client Relationship Manager
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Scorecard
Based on Maryland data
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What they do
A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$71,749 / year median in Maryland
+1% projected growth
Job Description
Private Banking Relationship Manager at Veritas Partners Private Banking Relationship Manager at Veritas Partners in Mount Rainier, Maryland Posted in about 13 hours ago.
Type:
full-time Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations.
Responsibilities:
Communicate with internal and external contacts including prospects and clients Collaborate with outside advisors Organize and manage client meetings from start to finish Responsible for all account maintenance Proactive resolution of client inquiries
Qualifications:
Bachelor's degree required; degree in Finance or Business preferred Minimum of ten years of relevant work experience Experience with Trusts and Fiduciary-based relationships CTFA preferred Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC's, limited partnerships, retirement accounts, and alternative assets Understand fiduciary applications relevant to client relationships Superior client service and communication skills
Benefits
- Dental Insurance