Senior Private Client Relationship Manager – HNW Wealth

TD Bank; Tampa (FL); On-site; USD 115,440 - 173,160; Full time

Benefits offered by this job

Career development programs

Health and well-being benefits

Retirement savings programs

Job summary

TD Bank in Tampa, FL is seeking a Private Client Relationship Manager II to serve as the main contact for high-net worth clients. In this role, you will manage client relationships across banking and lending services, ensuring an exceptional client experience and maximizing profitability.

The ideal candidate will have extensive financial services experience, excellent customer interaction skills, and a commitment to client satisfaction. A competitive salary range of $115,440 - $173,160 is offered, along with opportunities for growth and development.

Qualifications

• 10+ years of financial services experience in a production capacity.
• Must have valid Series 7, 63 + 65 or 66 licenses.
• Strong understanding of private banking and high-net worth clients.

Responsibilities

• Serve as central contact for high-net worth clients.
• Maximize clients satisfaction with banking relationships.
• Implement and execute a differentiated service model for HNW clients.

Skills

Customer service

Financial analysis

Relationship management

Consultative sales

Negotiation skills

Education

4-year degree

Advanced degree or MBA

Job description

TD Bank in Tampa, FL is seeking a Private Client Relationship Manager II to serve as the main contact for high-net worth clients. In this role, you will manage client relationships across banking and lending services, ensuring an exceptional client experience and maximizing profitability.

The ideal candidate will have extensive financial services experience, excellent customer interaction skills, and a commitment to client satisfaction. A competitive salary range of $115,440 - $173,160 is offered, along with opportunities for growth and development.