Private Banking Relationship Leader

Johnson Financial Group; Racine (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

Johnson Financial Group is seeking a Private Banking Relationship Manager to proactively develop new business while managing an existing client portfolio in Wisconsin. You will drive significant loan, deposit and revenue growth and deliver integrated solutions through a OneJFG approach, leveraging deep product knowledge across wealth, mortgage, insurance, brokerage and corporate banking.

The role requires strong relationship management, client acquisitions, and financial analysis capabilities,

Qualifications

• 4+ years in financial industry in client-facing business development
• Experience with credit skills, cash flow, balance sheet and tax analysis
• Knowledge of wealth management, mortgage, insurance and banking products

Responsibilities

• Develop and execute a personal business plan to acquire new Target Market clients and grow portfolios
• Cross-sell the full breadth of JFG products across client relationships
• Deliver distinctive client experiences leveraging Johnson Financial Group's OneJFG approach
• Articulate offerings and financial planning topics to clients across wealth, mortgage, insurance, brokerage and banking
• Discover client objectives and align solutions with business partners
• Collaborate across teams to deliver integrated products and services
• Proactively manage assigned portfolios and drive new business growth
• Use CRM to maintain and grow client relationships
• Meet or exceed sales, cross-sell and referral goals

Skills

Relationship management

Client acquisition

Financial analysis

Education

Bachelor's degree in finance or related field

CFP

CWS

ChFC

Life & Health, Home & Auto Insurance licenses

Tools

MS Office

CRM systems

Job description

Johnson Financial Group is seeking a Private Banking Relationship Manager to proactively develop new business while managing an existing client portfolio in Wisconsin. You will drive significant loan, deposit and revenue growth and deliver integrated solutions through a OneJFG approach, leveraging deep product knowledge across wealth, mortgage, insurance, brokerage and corporate banking.

The role requires strong relationship management, client acquisitions, and financial analysis capabilities,