Senior Private Wealth Relationship Lead

BankOnBuffalo; Buffalo (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life Ins.

401K with company match

Paid Time Off & Holidays

Employee Assistance Program

Wellness Program

Gradifi Student Loan Paydown Plan

Rewards & Recognition Programs

Job summary

BankOnBuffalo is seeking a Private Client Relationship Manager to lead wealth management and private banking for our most affluent clients. You will advise on investments, trust structures, and retirement planning while collaborating with CNB Bank’s teams to grow the client base.

You will discuss macroeconomic data, market trends, and financial strategies with high-net-worth individuals and institutions, ensuring discretion and professionalism in all interactions.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, Marketing, or related field preferred.
• Background screening will be conducted.
• Professional communication and interpersonal skills to work with clients and employees.

Responsibilities

• Lead wealth management and private banking relationships for affluent clients.
• Advise on wealth management, asset preservation, and financial planning.
• Position bank products to clients including investments, trust structures, and retirement plans.
• Partner with commercial banking teams to identify new clients.
• Discuss macroeconomic data with clients and institutions.

Skills

Wealth management

Relationship management

Discretion & professionalism

Client advisory

Education

Bachelor's degree in Finance, Economics, Business Administration, Accounting, Marketing, or related field

MA, MBA, MS, JD candidates strongly considered

Tools

MS Word

Excel

PowerPoint

Job description

BankOnBuffalo is seeking a Private Client Relationship Manager to lead wealth management and private banking for our most affluent clients. You will advise on investments, trust structures, and retirement planning while collaborating with CNB Bank’s teams to grow the client base.

You will discuss macroeconomic data, market trends, and financial strategies with high-net-worth individuals and institutions, ensuring discretion and professionalism in all interactions.