Senior Private Wealth Relationship Manager

Fairygodboss; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Relationship Manager in Consumer and Community Banking to forge and maintain high-net-worth client relationships. Successful candidates will need to provide exceptional service and targeted advice, addressing clients' full financial picture.

This role requires a minimum of five years of financial services experience and the ability to build trust and understand client needs while managing banking, lending, and investment solutions.

Qualifications

• Minimum of five years of financial services or service sales experience.
• Proven track record of delivering an exceptional client experience.
• Demonstrated success in driving sales growth and building relationships.

Responsibilities

• Develop new and manage existing client relationships.
• Cultivate long-term relationships through in-person calls.
• Ensure proposed solutions fulfill clients' needs.

Skills

Financial services experience

Relationship building

Sales growth

Understanding of investments

High net worth network

Education

Bachelor's degree

Tools

Series 7 and 66 licenses

Job description

Fairygodboss is seeking a Relationship Manager in Consumer and Community Banking to forge and maintain high-net-worth client relationships. Successful candidates will need to provide exceptional service and targeted advice, addressing clients' full financial picture.

This role requires a minimum of five years of financial services experience and the ability to build trust and understand client needs while managing banking, lending, and investment solutions.