Senior Private Client Relationship Manager – HNW Wealth

TD; West Palm Beach (FL); On-site; USD 115,000 - 173,000; Full time

Job summary

TD Wealth seeks a Private Client Relationship Manager II to serve as the central contact for high-net-worth clients across banking, lending, and wealth management. You will partner with Investment Advisors and Trust Advisors to deliver proactive service, manage day-to-day accounts, and grow client relationships with a focus on profitability and risk management.

The role emphasizes onboarding new clients with thorough profiling, conducting annual reviews, and expanding wallet share by offering

Qualifications

• Minimum 10 years financial services experience in a production capacity.
• Valid Series 7, 63 + 65 or 66 licenses and Life & Health licenses.
• CFP certification preferred.
• Strong understanding of private banking business development techniques, products, services and overall industry.

Responsibilities

• Serve as the primary point of contact for TD Wealth client relationships and manage all aspects of the client relationship.
• Exceed clients expectations for asset accumulation, preservation and growth.
• Meet quarterly and annual referral goals for investments and trust business.
• Collaborate with Investment Advisors and Trust Advisors to provide proactive client service.

Skills

Customer-centric mindset

Onboarding experience

Client discovery

Consultative sales

Communication skills

Negotiation

Team collaboration

Education

4-year degree

Advanced degree or MBA

Series 7/63/65/66 licenses

CFP preferred

Job description

TD Wealth seeks a Private Client Relationship Manager II to serve as the central contact for high-net-worth clients across banking, lending, and wealth management. You will partner with Investment Advisors and Trust Advisors to deliver proactive service, manage day-to-day accounts, and grow client relationships with a focus on profitability and risk management.

The role emphasizes onboarding new clients with thorough profiling, conducting annual reviews, and expanding wallet share by offering