Senior Premier Banking & Wealth Advisor

New Edge Associates a Talent Acquisition Firm; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

New Edge Associates a Talent Acquisition Firm is seeking a Premier Banking Relationship Manager to develop and manage relationships with affluent and high-net-worth clients in the Florida Keys. This role focuses on expanding new business opportunities while delivering personalized banking, lending, and wealth management solutions.

The ideal candidate will have a bachelor's degree and over 3 years of experience in banking or wealth management, strong communication skills, and the ability to advise clients on complex financial matters.

Qualifications

• 3+ years of experience in banking, wealth management, or financial advisory services.
• Experience with affluent or high-net-worth clients preferred.
• Strong knowledge of deposit products, lending solutions, and wealth management services.

Responsibilities

• Build and manage a portfolio of affluent and high-net-worth clients.
• Identify and develop new business opportunities.
• Conduct financial reviews to understand client goals.

Skills

Client-focused strategy

Relationship management

Communication skills

Networking skills

Financial guidance

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Microsoft Office

CRM systems

Job description

New Edge Associates a Talent Acquisition Firm is seeking a Premier Banking Relationship Manager to develop and manage relationships with affluent and high-net-worth clients in the Florida Keys. This role focuses on expanding new business opportunities while delivering personalized banking, lending, and wealth management solutions.

The ideal candidate will have a bachelor's degree and over 3 years of experience in banking or wealth management, strong communication skills, and the ability to advise clients on complex financial matters.