Associate Private Client Relationship Manager - Coral Gables, Florida

TD Bank

Coral Gables, Florida, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
High net worth client segment
Proactive client outreach
Client relationship deepening
The Associate Private Client Relationship Manager serves as the central point of contact for HNW clients with lower balances, working to deepen and broaden existing relationships by providing excellent service and thought leadership

Job Summary

  • The Associate Private Client Relationship Manager serves as the central point of contact for HNW clients with lower balances, working to deepen and broaden existing relationships by providing excellent service and thought leadership.
  • A critical objective is to engage clients and introduce Private Client Relationship Managers for deeper or broader relationships, while retaining and growing assigned client relationships and exceeding client expectations.
  • TD Bank offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off.

Matching Summary

The Associate Private Client Relationship Manager serves as the central point of contact for HNW clients with lower balances, working to deepen and broaden existing relationships by providing excellent service and thought leadership.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High net worth client segment
  • Proactive client outreach
  • Client relationship deepening
  • Exceptional customer service delivery
  • Adherence to regulations and policies

Nice-to-have

  • Collaborative team environment
  • Positive and constructive work
  • Community involvement and support

Key Requirements

  • 4-year degree or equivalent experience
  • 3 years related experience
  • Securities Licensed: Series 7, 63 + 65 or 66
  • L & H Licensed
  • Understanding of HNW client needs

Work Rights

Not specified

Tailored Resume

Cover Letter