VP Premier Banking Relationship Manager

New Edge Associates a Talent Acquisition Firm; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

New Edge Associates a Talent Acquisition Firm is seeking a Premier Banking Relationship Manager to develop and manage relationships with affluent and high-net-worth clients in the Florida Keys. This role focuses on expanding new business opportunities while delivering personalized banking, lending, and wealth management solutions.

The ideal candidate will have a bachelor's degree and over 3 years of experience in banking or wealth management, strong communication skills, and the ability to advise clients on complex financial matters.

Qualifications

• 3+ years of experience in banking, wealth management, or financial advisory services.
• Experience with affluent or high-net-worth clients preferred.
• Strong knowledge of deposit products, lending solutions, and wealth management services.

Responsibilities

• Build and manage a portfolio of affluent and high-net-worth clients.
• Identify and develop new business opportunities.
• Conduct financial reviews to understand client goals.

Skills

Client-focused strategy

Relationship management

Communication skills

Networking skills

Financial guidance

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Microsoft Office

CRM systems

Job description

A growing community bank in the Florida Keys is seeking a Premier Banking Relationship Manager to develop and manage relationships with affluent and high-net-worth clients. This role focuses on expanding new business opportunities while delivering personalized banking, lending, and wealth management solutions.

The ideal candidate is a strategic, client-focused professional with strong relationship management skills and the ability to provide comprehensive financial guidance. This individual will work to grow deposits, deepen client relationships, and position the bank as a trusted financial partner for high-net-worth individuals and families.

Responsibilities

• Build and manage a portfolio of affluent and high-net-worth clients, delivering customized financial solutions.
• Identify and develop new business opportunities through proactive outreach, networking, and referrals.
• Conduct financial reviews to understand client goals and recommend appropriate banking, lending, and wealth solutions.
• Serve as a trusted advisor by providing guidance on wealth planning, credit strategies, and financial products.
• Establish and maintain referral partnerships with attorneys, CPAs, estate planners, and financial professionals.
• Collaborate with internal teams including lenders, branch managers, and leadership to identify cross-selling opportunities.
• Maintain strong client relationships through ongoing communication, portfolio reviews, and exceptional service.
• Represent the bank at community events, networking opportunities, and industry gatherings to strengthen market presence.
• Ensure all activities follow regulatory requirements and internal compliance standards.
• Maintain accurate records of client interactions and business development activity.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field, or equivalent experience.
• 3+ years of experience in banking, wealth management, or financial advisory services.
• Experience working with affluent or high-net-worth clients preferred.
• Strong knowledge of deposit products, lending solutions, and wealth management services.
• Proven ability to develop new business relationships and grow client portfolios.
• Excellent communication, relationship-building, and networking skills.
• Professional presence with the ability to advise clients on complex financial matters.
• Proficiency in Microsoft Office and CRM systems.