Senior Private Wealth Relationship Manager

Cnb-Financial-Corporation; Pine Hall (PA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical Insurance

401K with company match

Paid Time Off

Holiday pay

Employee Assistance Program

Voluntary Benefit Options

Special loan and deposit rates

Job summary

CNB Bank, a CNB Financial Corporation subsidiary, is seeking a Private Client Relationship Manager to lead wealth management and private banking relationships for our most affluent clients. You will advise on wealth management, asset preservation, financial planning, and trust structures while coordinating with commercial banking teams to grow high-value client relationships.

The role requires a strong understanding of markets, professional communication, and the ability to present complex

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, Marketing, or related field preferred.
• MA, MBA, MS, JD candidates strongly considered.
• Background screening will be conducted.

Responsibilities

• Lead wealth management and private banking relationships for the bank’s affluent clients.
• Advise clients on wealth management, asset preservation, financial planning, and trust structures.
• Position bank products to clients (investments, checking/savings, credit, life insurance, retirement).
• Partner with CNB’s commercial banking teams to identify potential new clients.
• Demonstrate knowledge of financial markets and articulate macroeconomic data to clients and institutions.

Skills

Wealth management

Client advisory

Product positioning

Relationship management

Market knowledge

Education

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

Tools

MS Word

Excel

PowerPoint

Job description

CNB Bank, a CNB Financial Corporation subsidiary, is seeking a Private Client Relationship Manager to lead wealth management and private banking relationships for our most affluent clients. You will advise on wealth management, asset preservation, financial planning, and trust structures while coordinating with commercial banking teams to grow high-value client relationships.

The role requires a strong understanding of markets, professional communication, and the ability to present complex