Private Banking RM: Wealth Growth & Client Solutions

SkillLabs; Delhi Charter Township (MI); On-site; USD 80,000 - 120,000; Full time

Job summary

SkillLabs in United States (Michigan) is seeking a Relationship Manager/Wealth Manager to drive TPP and banking targets. You will grow AUM, sign on new clients, and ensure profitable client relationships. You will maintain CRM hygiene, coordinate with branch teams, and deliver solutions aligned with client needs.

The role emphasizes relationship building, negotiation, and knowledge of financial products with a focus on delivering measurable results for self and team.

Qualifications

• Experience in wealth management or retail relationship management is preferred.
• Focus on client onboarding and cross-selling bank products.
• Strong communication and negotiation abilities.

Responsibilities

• Achieve TPP and Banking targets with personal and team efforts.
• Manage client profitability, AUM growth, and client sign-ons as defined by leadership.
• Maintain CRM records with high quality interactions and timely updates.
• Collaborate with branch banking, operations, product, treasury, and other stakeholders.

Skills

Wealth Management

Relationship Management

Negotiation Skills

Sales

Education

Graduation/Post-Graduation: Marketing/Finance

Job description

SkillLabs in United States (Michigan) is seeking a Relationship Manager/Wealth Manager to drive TPP and banking targets. You will grow AUM, sign on new clients, and ensure profitable client relationships. You will maintain CRM hygiene, coordinate with branch teams, and deliver solutions aligned with client needs.

The role emphasizes relationship building, negotiation, and knowledge of financial products with a focus on delivering measurable results for self and team.