Private Banking Concierge for HNW Clients

PATRIOT BANK, N.A.; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Patriot Bank, N.A. in Boston seeks a Concierge Banking Officer to deliver personalized, high-touch banking services to high net worth clients.

You will be the single point of contact, coordinating across banking products to ensure an exceptional client experience. The role emphasizes relationship management, product knowledge, and discreet handling of sensitive information, with responsibilities spanning account management, travel support, access to exclusive privileges, and collaboration with

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 3–5+ years in private, retail, or concierge banking with client exposure.
• Strong relationship management and sales track record.

Responsibilities

• Serve as a dedicated relationship manager for HNW clients, delivering white-glove service across banking needs.
• Understand clients' financial goals, preferences, and service expectations.
• Provide personalized concierge services including account management, travel support, and access to exclusive privileges.
• Collaborate with internal departments to fulfill client requests.
• Proactively deepen client relationships and refer to specialists as needed.
• Ensure compliance with regulatory and internal policies during interactions.
• Resolve client issues promptly while maintaining confidentiality.
• Organize exclusive events to build loyalty and engagement.

Skills

Relationship management

HNW banking

Interpersonal skills

Communication

Problem solving

Education

Bachelor’s degree in Finance/Business

Job description

Patriot Bank, N.A. in Boston seeks a Concierge Banking Officer to deliver personalized, high-touch banking services to high net worth clients.

You will be the single point of contact, coordinating across banking products to ensure an exceptional client experience. The role emphasizes relationship management, product knowledge, and discreet handling of sensitive information, with responsibilities spanning account management, travel support, access to exclusive privileges, and collaboration with