Private Banking Relationship Manager

JCW Group; Connecticut; On-site; USD 125,000 - 200,000; Full time

Job summary

A regional bank in Fairfield County is seeking an experienced Private Banking Wealth Advisor to manage high-net-worth relationships and drive business development. The role requires a minimum of 5 years in private banking or wealth management and a strong understanding of client needs and credit structures. The ideal candidate will have a proven track record in generating new relationships and delivering tailored banking solutions. This full-time position offers a competitive salary range of $125,000 - $200,000 per year.

Qualifications

• Minimum 5+ years in private banking or wealth management roles.
• Demonstrated success in generating new HNW relationships.
• Strong understanding of credit structures and family business needs.

Responsibilities

• Manage a defined book of HNW clients and deliver banking services.
• Acquire new client relationships through targeted prospecting.
• Conduct financial reviews and structure tailored investment solutions.
• Partner with internal specialists to execute client strategies.
• Maintain accurate documentation and ensure regulatory compliance.

Skills

Private banking experience

Wealth management

Client relationship management

Business development

Understanding of credit structures

Portfolio construction basics

Education

Relevant certifications (CFA or CFP preferred)

Job description

A regional bank in Fairfield County is seeking an experienced Private Banking Wealth Advisor. This role requires direct management of high-net-worth relationships, disciplined business development, and the ability to coordinate complex banking, credit, and investment needs.

Base pay range

$125,000.00/yr - $200,000.00/yr

Key Responsibilities

• Manage a defined book of HNW clients; ensure consistent delivery of banking, credit, and wealth advisory services.
• Acquire new relationships through centers of influence, targeted prospecting, and referral channels.
• Conduct detailed financial reviews and structure tailored lending, deposit, and investment solutions.
• Partner with internal specialists (credit, trust, investments, commercial banking) to execute client strategies.
• Maintain accurate documentation, adhere to regulatory requirements, and ensure risk controls are met.
• Track pipeline activity, revenue opportunities, and relationship profitability.

Required Experience & Skills

• Minimum 5+ years in private banking, wealth management, or related HNW advisory roles.
• Demonstrated success in generating new HNW relationships in Fairfield County or similar markets.
• Strong understanding of credit structures, portfolio construction basics, and balance‑sheet‑based advice.
• Ability to manage complex family, business‑owner, and multigenerational client needs.
• Any relevant certifications such as CFA or CFP is preferred but not required.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Finance

Industries

• Financial Services and Investment Management