Elite Private Client Relationship Leader

Holiday Financial Services Corporation; Allentown, Northern (Lehigh County, KY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life

401K with company match

Paid Time Off & Holidays

Employee Assistance Program

Wellness Program

Job summary

CNB Bank seeks a Private Client Relationship Manager to lead wealth management and private banking for affluent families and institutions. You will advise on assets, planning, and trust structures while collaborating with CNB's commercial banking teams to expand high-net-worth client relationships.

Role requires strong knowledge of markets, discretion, and professionalism, with a track record of building client trust and delivering tailored financial solutions.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, Marketing, or related field from an accredited institution is preferred.
• MA, MBA, MS, JD candidates strongly considered.
• Background screening will be conducted.

Responsibilities

• Lead wealth management and private banking relationships for affluent clients.
• Advise clients on wealth management, asset preservation, financial planning, and trust structures.
• Position bank products to clients: investments, checking/savings, credit, life insurance, retirement vehicles.
• Partner with commercial banking to identify new clients.
• Possess deep knowledge of financial markets and articulate macroeconomic data to clients.

Skills

Language skills

Technology skills

Mathematical skills

Reasoning ability

Education

Bachelor's degree

Advanced degree candidates considered

Tools

MS Word

Excel

PowerPoint

Job description

CNB Bank seeks a Private Client Relationship Manager to lead wealth management and private banking for affluent families and institutions. You will advise on assets, planning, and trust structures while collaborating with CNB's commercial banking teams to expand high-net-worth client relationships.

Role requires strong knowledge of markets, discretion, and professionalism, with a track record of building client trust and delivering tailored financial solutions.