Private Client Relationship Manager

LS Solutions; Conway (SC); On-site; USD 120,000 - 180,000; Full time

Job summary

LS Solutions in Conway, SC seeks a Senior Private Client Relationship Manager to develop and manage a portfolio of high-net-worth clients by delivering personalized banking, lending, and wealth solutions.

The successful candidate will act as a trusted financial advisor, understanding client goals and coordinating with internal specialists to offer credit, deposits, investments, insurance, and planning services. Strong relationship management and proactive outreach are essential.

Qualifications

• Bachelor's degree required.
• 10+ years of financial industry experience preferred.
• FINRA Series 6/7 and insurance licenses required.

Responsibilities

• Grow and manage a portfolio of high-net-worth clients.
• Structure complex credit solutions and liquidity structures.
• Drive growth in deposits, loans, and fee income.

Skills

Relationship management

Credit knowledge

Financial advisory

Education

Bachelor's degree

FINRA Series 6/7 license

Insurance licenses

Job description

The Private Client Relationship Manager (PCRM) Sr. is responsible for developing and managing a portfolio of high-net-worth clients by providing personalized banking, lending, and wealth solutions.

They serve as a trusted financial advisor, understanding clients’ financial goals and recommending customized credit, deposit, investment, insurance, and planning services in collaboration with internal specialists.

Key duties include growing client relationships through proactive outreach, structuring complex credit solutions, and driving growth in deposits, loans, and fee income.

They collaborate with cross-functional teams to deliver integrated client experiences and maintain a strong community presence to generate referrals.

The role involves monitoring client portfolios for changes, ensuring compliance with regulatory policies, and acting as a role model for team collaboration and company values.

Qualifications include a bachelor’s degree, at least 10 years of financial industry experience, proven success managing affluent clients, advanced credit knowledge, strong relationship management skills, and relevant licenses such as FINRA Series 6/7 and insurance licenses.