Senior Private Wealth Relationship Manager

Cnb-Financial-Corporation; Buffalo (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K Match

Paid Time Off

Holidays

Loan & Deposit Rates

Employee Assistance Program

Wellness Program

Student Loan Paydown

Rewards Programs

Job summary

CNB Financial Corporation in Buffalo, NY seeks a Private Client Relationship Manager to lead wealth management, trust, banking and planning for affluent families and institutions. You will independently service top clients with discretion and collaborate across CNB Bank lines of business.

The role requires presenting comprehensive financial solutions, building client relationships, and identifying growth opportunities with internal partners. Extensive market knowledge is essential.

Qualifications

• Bachelor's degree in Finance, Economics, Business Admin, Accounting, Marketing, or related field.
• Advanced degrees (MA/MBA/MS/JD) are strongly considered.
• Ability to read, comprehend, and interpret documents with professional communication.
• Strong digital literacy including email, internet, and intranet use.
• Comfort with financial data and statistics and presenting insights to clients.

Responsibilities

• Lead wealth management and private banking relationships for affluent clients.
• Advise on wealth management, asset preservation, financial planning, and trust structures.
• Position bank products to clients: investments, checking/savings, credit, life insurance, retirement.
• Partner with commercial banking to identify new clients.
• Discuss macroeconomic data with clients and institutions.

Skills

Language skills

Technology skills

Mathematical skills

Reasoning ability

Travel readiness

Education

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

MA, MBA, MS, JD candidates strongly considered

Tools

MS Word

Excel

PowerPoint

Job description

CNB Financial Corporation in Buffalo, NY seeks a Private Client Relationship Manager to lead wealth management, trust, banking and planning for affluent families and institutions. You will independently service top clients with discretion and collaborate across CNB Bank lines of business.

The role requires presenting comprehensive financial solutions, building client relationships, and identifying growth opportunities with internal partners. Extensive market knowledge is essential.