Elite Private Wealth Relationship Manager

Cnb-Financial-Corporation; Millcreek Township (PA); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life Insur

401K with company match

Paid Time Off & Holidays

Voluntary Benefit Options

Employee Assistance Program

Gradifi Student Loan Paydown Plan

Job summary

CNB Financial Corporation’s Private Banking division seeks a Private Client Relationship Manager to lead wealth management strategies for affluent families and institutional clients. You will collaborate with CNB Bank teams to deliver comprehensive services and maintain discretion and professionalism.

The role requires deep market knowledge, ability to discuss investments and trust structures, and strong relationship-building with internal partners and clients across markets.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, Marketing, or related field preferred.

Responsibilities

• Lead wealth management and private banking relationship for affluent clients.
• Advise clients on wealth management, asset preservation, and financial planning.
• Position bank products to clients: investments, checking/savings, consumer credit, life insurance, retirement plans.
• Partner with CNB's commercial banking teams to identify new clients.

Skills

Language skills

Tech literacy

Mathematics

Reasoning ability

Travel willingness

Education

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

MA, MBA, MS, or JD candidates strongly considered

Tools

MS Word

Excel

PowerPoint

Job description

CNB Financial Corporation’s Private Banking division seeks a Private Client Relationship Manager to lead wealth management strategies for affluent families and institutional clients. You will collaborate with CNB Bank teams to deliver comprehensive services and maintain discretion and professionalism.

The role requires deep market knowledge, ability to discuss investments and trust structures, and strong relationship-building with internal partners and clients across markets.