Private Client Relationship Manager Senior

LS Solutions; Chester Estates (TN); On-site; USD 70,000 - 110,000; Full time

Job summary

LS Solutions is seeking a Private Client Relationship Manager to develop and manage a portfolio of high-net-worth clients in Tennessee, delivering tailored banking, lending, and wealth solutions and acting as a trusted advisor. Strong credit structuring and relationship management are essential for growth in deposits, loans, and fee income.

The role emphasizes compliance, collaboration, and mentoring within a client-centric team to expand the affluent client base while maintaining regulatory

Qualifications

• Bachelor’s degree required.
• 1–3 years of experience in private banking, wealth management, or commercial banking.
• Proven ability to manage high-net-worth client relationships.
• Strong credit structuring skills and product knowledge.
• Goal-oriented with excellent interpersonal and relationship management abilities.
• Proficiency in Microsoft Office and CRM tools.
• Compliance with SAFE Act requirements.

Responsibilities

• Manage and grow client portfolios through proactive outreach and personalized solutions.
• Deepen existing relationships and acquire new clients by understanding their financial needs.
• Drive growth in deposits, loans, and fee income while meeting client retention goals.
• Maintain community presence to generate referrals and expand client base.
• Monitor client portfolios for financial changes, product needs, and risk management.
• Collaborate with internal specialists to ensure an excellent client experience.
• Ensure compliance with regulatory requirements and internal policies.
• Act as a mentor and promote team-based collaboration and company values.

Skills

Relationship management

Credit structuring

Interpersonal skills

Client communications

CRM proficiency

Education

Bachelor's degree

Tools

Microsoft Office

CRM software

Job description

The Private Client Relationship Manager (PCRM) is responsible for developing and managing a portfolio of high-net-worth clients, providing tailored banking, lending, and wealth solutions. They serve as trusted financial advisors, understanding clients' goals and recommending customized credit, deposit, investment, insurance, and wealth planning services. The role involves leading client conversations, structuring complex credit solutions, and collaborating with cross-functional teams to deliver integrated services.

Key Responsibilities

• Manage and grow client portfolios through proactive outreach and personalized solutions.
• Deepen existing relationships and acquire new clients by understanding their financial needs.
• Drive growth in deposits, loans, and fee income while meeting client retention goals.
• Maintain community presence to generate referrals and expand client base.
• Monitor client portfolios for financial changes, product needs, and risk management.
• Collaborate with internal specialists to ensure an excellent client experience.
• Ensure compliance with regulatory requirements and internal policies.
• Act as a mentor and promote team-based collaboration and company values.

Qualifications & Skills

• Bachelor’s degree required.
• 1-3 years of experience in private banking, wealth management, or commercial banking.
• Proven ability to manage high-net-worth client relationships.
• Strong credit structuring skills and product knowledge.
• Goal-oriented with excellent interpersonal and relationship management abilities.
• Proficiency in Microsoft Office and CRM tools.
• Compliance with SAFE Act requirements.

Certifications

• FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66), and applicable insurance licenses (Life, health, Variable).