Elite Private Wealth Relationship Manager

Cnb-Financial-Corporation; Allentown (Lehigh County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K with company match

PTO & Holidays

Leave policies

Voluntary Benefit Options

Employee Assistance Program

Wellness Program

Special Loan and Deposit Rates

Gradifi Student Loan Paydown Plan

Rewards & Recognition Programs

Job summary

CNB Bank is seeking a Private Client Relationship Manager to lead wealth management, trust, banking and financial planning strategies for families and institutional clients. The role requires independent judgment and collaboration across CNB Bank's lines of business to service affluent clients with discretion.

You will advise on investments, asset preservation, and retirement planning, partner with commercial banking to win new clients, and stay current on market trends to explain macroeconomic

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, Marketing, or related field is preferred; MA/MBA/MS/JD candidates strongly considered.
• Background screening will be conducted.
• Ability to read, comprehend, and interpret documents; professional communication and interpersonal skills.

Responsibilities

• Lead and manage the wealth management and private banking relationship for bank’s most affluent clients.
• Advises clients and prospects on wealth management, preservation of assets, financial planning, and various trust structures.
• Ability to discuss and position bank products to prospective and current clients: investments, checking/savings options, consumer credit products, life insurance strategies, investment secured lending programs, and retirement savings vehicles.
• Partners with CNB’s commercial banking teams to identify potential new clients.
• Deep knowledge of the financial markets and the ability to articulate macroeconomic data to affluent clients and institutions.

Skills

Language skills

Mathematical skills

Reasoning ability

Technology skills

Education

Bachelor’s degree in Finance, Economics, Business Administration, Accounting, Marketing, or related field

Advanced degrees considered (MA/MBA/MS/JD)

Tools

MS Word

Excel

PowerPoint

Job description

CNB Bank is seeking a Private Client Relationship Manager to lead wealth management, trust, banking and financial planning strategies for families and institutional clients. The role requires independent judgment and collaboration across CNB Bank's lines of business to service affluent clients with discretion.

You will advise on investments, asset preservation, and retirement planning, partner with commercial banking to win new clients, and stay current on market trends to explain macroeconomic