Senior Private Wealth Relationship Manager

ESSA Bank; Wilkes-Barre (Luzerne County); On-site; USD 121,000 - 264,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life

401K with company match

Paid Time Off & Holidays

Leave policies

Voluntary Benefit Options

Employee Assistance Program

Employee Health & Wellness Program

Gradifi Student Loan Paydown Plan

Special Loan and Deposit Rates

Rewards & Recognition Programs

Job summary

ESSA Bank in Wilkes-Barre, PA seeks a Private Client Relationship Manager to lead wealth management, private banking and financial planning for families and institutional clients. The role requires independence, collaboration across lines of business, and discretion serving the bank's affluent clients.

You will advise on investments, trust structures, and banking products, partner with commercial teams to grow the client base, and articulate market trends to sophisticated clients.

Qualifications

• Ability to read, comprehend, and interpret documents; professional communication and interpersonal skills.
• Use MS Word, Excel, PowerPoint and other systems.

Responsibilities

• Lead and manage the wealth management and private banking relationship for bank's most affluent clients.
• Advise clients on wealth management, preservation of assets, financial planning, and trust structures.
• Position bank products to clients: investments, checking/savings, consumer credit, life insurance, lending, retirement vehicles.
• Partner with commercial banking teams to identify potential new clients.
• Explain macroeconomic data to affluent clients and institutions.

Skills

Language Skills

Technology Skills

Mathematical Skills

Reasoning Ability

Education

Bachelor's degree in Finance/Accounting/Economics

MA/MBA/MS/JD candidates strongly considered

Tools

MS Word

Excel

PowerPoint

Job description

ESSA Bank in Wilkes-Barre, PA seeks a Private Client Relationship Manager to lead wealth management, private banking and financial planning for families and institutional clients. The role requires independence, collaboration across lines of business, and discretion serving the bank's affluent clients.

You will advise on investments, trust structures, and banking products, partner with commercial teams to grow the client base, and articulate market trends to sophisticated clients.