Senior Private Banking Relationship Strategist

PNC; Sarasota (FL); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match

Educational assistance

Paid time off

Job summary

A leading private banking firm in Sarasota, FL, seeks a Senior Relationship Strategist to enhance client experiences through proactive management and business development. The ideal candidate will have over 8 years of industry experience, a relevant degree, and established networks in local wealth-oriented organizations. Responsibilities include managing client relationships, executing growth strategies, and ensuring excellent service delivery. Comprehensive benefits are offered, including medical, 401(k), and educational assistance, fostering a culture of respect and empowerment.

Qualifications

• 8+ years of relevant industry experience in banking or financial services.
• Established local network with professionals in wealth-oriented organizations.

Responsibilities

• Lead client management activities with clients and prospective clients.
• Develop and execute a relationship management plan to acquire and retain clients.
• Manage a growing book of business to drive client expansion.

Skills

Sales process management

Private banking technical knowledge

Client relationship building

Decision making

Financial analysis

Understanding customer needs

Education

University/college degree

Job description

A leading private banking firm in Sarasota, FL, seeks a Senior Relationship Strategist to enhance client experiences through proactive management and business development. The ideal candidate will have over 8 years of industry experience, a relevant degree, and established networks in local wealth-oriented organizations. Responsibilities include managing client relationships, executing growth strategies, and ensuring excellent service delivery. Comprehensive benefits are offered, including medical, 401(k), and educational assistance, fostering a culture of respect and empowerment.