Private Client Relationship Manager

val's services; Huntsville (AL); On-site; USD 90,000 - 130,000; Full time

Job summary

val's services seeks an experienced Private Client Relationship Manager to provide depository, treasury, and lending solutions while advising high-net-worth individuals on wealth preservation and growth. The role emphasizes cross-collaboration with internal specialists to deliver holistic financial planning and superior service.

Candidates should bring 10+ years in private banking, a bachelor’s degree, and a proven sales track record.

Qualifications

• Bachelor’s Degree required.
• 10+ years of experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Established community presence and network.
• Understanding of investments, wealth planning, credit, and banking concepts.
• Client-focused with a commitment to delivering excellent service.

Responsibilities

• Build trust and acquire new client relationships through targeted advice and exceptional service.
• Generate business results by attracting new assets and clients.
• Advise clients on balance sheet management, including asset allocation, investments, credit, and banking needs.
• Collaborate with internal specialists for interdisciplinary support.
• Connect clients across various lines of business to meet their holistic financial goals.
• Ensure solutions align with clients' short, medium, and long-term objectives using a holistic planning approach.
• Adhere strictly to risk, regulatory, and security policies.
• Perform additional duties as assigned.

Skills

Sales proficiency

Relationship mgmt

Wealth management

Banking concepts

Regulatory compliance

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

Role: Private Client Relationship Manager, providing business depository, treasury management, and lending solutions, while advising high net worth individuals on wealth building, preservation, and management.

Responsibilities

• Build trust and acquire new client relationships through targeted advice and exceptional service.
• Generate business results by attracting new assets and clients.
• Advise clients on balance sheet management, including asset allocation, investments, credit, and banking needs.
• Collaborate with internal specialists for interdisciplinary support.
• Connect clients across various lines of business to meet their holistic financial goals.
• Ensure solutions align with clients' short, medium, and long-term objectives using a holistic planning approach.
• Adhere strictly to risk, regulatory, and security policies.
• Perform additional duties as assigned.

Qualifications

• Over 10 years of experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Proven sales success and strong business acumen.
• Established community presence and network.
• Understanding of investments, wealth planning, credit, and banking concepts.
• Client-focused with a commitment to delivering excellent service.

Preferred Skills

• Series 7, 66, and Insurance licenses preferred (can be obtained post-employment).
• Proactive, critical thinker with exceptional communication and presentation skills.
• Strong organizational skills and disciplined approach.

Note: Background checks and compliance with licensing regulations are mandatory for employment.