Elite Private Wealth Relationship Manager

Holiday Financial Services Corporation; Buffalo, Northern (NY, KY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K with company match

Paid Time Off

Recognized Holidays

Employee Assistance Program

Health & Wellness Program

Gradifi student loan paydown

Special loan and deposit rates

Job summary

CNB Financial Corporation seeks a Private Client Relationship Manager to lead wealth management and private banking for affluent clients. You will advise on wealth strategies, trust structures, and coordinated product solutions across investments, banking, and credit.

You’ll partner with commercial teams to grow client relationships, articulate market trends, and maintain discretion and professionalism in service delivery.

Qualifications

• Language skills to read, comprehend, and interpret documents with professional communication.
• Technology skills including MS Word, Excel, PowerPoint and email/internet literacy.
• Mathematical skills to understand economic data and statistics and explain them to clients.
• Reasoning ability to apply common sense and solve problems with multiple variables.

Responsibilities

• Lead wealth management and private banking relationships for affluent clients.
• Advise on wealth management, asset preservation, planning, and trust structures.
• Position bank products to clients: investments, checking, savings, credit, life insurance, lending, retirement.
• Partner with commercial banking to identify new clients and opportunities.
• Explain macroeconomic data to clients and institutions.

Skills

Language skills

Technology skills

Mathematical skills

Reasoning ability

Education

Bachelor's degree

Advanced degree considered

Job description

CNB Financial Corporation seeks a Private Client Relationship Manager to lead wealth management and private banking for affluent clients. You will advise on wealth strategies, trust structures, and coordinated product solutions across investments, banking, and credit.

You’ll partner with commercial teams to grow client relationships, articulate market trends, and maintain discretion and professionalism in service delivery.