Elite Private Wealth Relationship Manager

ESSA Bank; Allentown (Lehigh County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

401K with company match

Paid Time Off & Holidays

Employee Health & Wellness Program

Job summary

ESSA Bank is seeking a Private Client Relationship Manager to lead wealth management and private banking for affluent clients in a collaborative, discreet manner. The role involves advising on investments, trusts, and financial planning while coordinating with other bank lines of business.

You will partner with commercial banking to source new clients and stay informed about macroeconomic trends to serve institutions and families effectively.

Qualifications

• Language skills: read, comprehend, and interpret documents; professional communication.
• Ability to present complex concepts to clients and colleagues clearly.
• Strong mathematical and analytical abilities to interpret financial data.
• Ability to apply reasoning to solve multi-variable problems.

Responsibilities

• Lead wealth management and private banking relationships for affluent clients.
• Advise on wealth management, asset preservation, and financial planning.
• Position bank products to clients: investments, credit, insurance, retirement.
• Partner with commercial banking teams to identify new clients.
• Discuss macroeconomic data with clients and institutions.

Skills

Language skills

Technical literacy

Mathematical skills

Reasoning ability

Education

Bachelor’s degree in Finance/Economics/Business

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

Tools

MS Word

Excel

PowerPoint

Job description

ESSA Bank is seeking a Private Client Relationship Manager to lead wealth management and private banking for affluent clients in a collaborative, discreet manner. The role involves advising on investments, trusts, and financial planning while coordinating with other bank lines of business.

You will partner with commercial banking to source new clients and stay informed about macroeconomic trends to serve institutions and families effectively.