Senior Private Wealth Relationship Manager

CNB Bank; State College (Centre County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

401K match

Paid time off

Holidays

Loan rates

Student loan help

Rewards program

Job summary

CNB Bank is seeking a Private Client Relationship Manager to lead wealth management, trust, banking, and financial planning for affluent families and institutions. This role requires independent thinking, collaboration across CNB Bank lines, and discretion in serving top clients.

The position focuses on building strong client relationships, advising on investments, products, and strategies while partnering with commercial banking to expand the client base and reflect CNB’s commitment to

Qualifications

• Bachelor’s degree in a related field preferred; advanced degrees strongly considered.
• Strong language and interpersonal communication skills required.
• MS Word, Excel, PowerPoint and related systems required.
• Ability to interpret economic data and communicate findings.

Responsibilities

• Lead wealth management and private banking relationships for bank’s most affluent clients.
• Advise on wealth management, preservation of assets, financial planning, and various trust structures.
• Position bank products to clients: investments, checking/savings, credit, life insurance, lending, retirement.
• Collaborate with CNB’s commercial banking teams to identify potential new clients.
• Explain macroeconomic data to affluent clients and institutions.

Skills

Communication skills

Digital literacy

MS Office

Economic data analysis

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

CNB Bank is seeking a Private Client Relationship Manager to lead wealth management, trust, banking, and financial planning for affluent families and institutions. This role requires independent thinking, collaboration across CNB Bank lines, and discretion in serving top clients.

The position focuses on building strong client relationships, advising on investments, products, and strategies while partnering with commercial banking to expand the client base and reflect CNB’s commitment to