Associate Private Client Relationship Manager- Ramsey, Nj

TD Bank

Ramsey, New Jersey, United States
Base: $78,520 - $117,520 usd; bonus/equity: not sp...
High net worth client service
Proactive client outreach
Financial product knowledge
The Associate Private Client Relationship Manager serves as the central point of contact for HNW clients with lower balances, aiming to deepen and broaden existing relationships through 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, aiming to deepen and broaden existing relationships through excellent service and thought leadership.
  • This role partners with other RMs, IAs, Wealth Strategists, and Wealth Lending Advisors to retain and grow assigned client relationships, 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, aiming to deepen and broaden existing relationships through excellent service and thought leadership.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High net worth client service
  • Proactive client outreach
  • Financial product knowledge
  • Client satisfaction focus
  • Regulatory compliance adherence

Nice-to-have

  • Collaborative team environment
  • Community involvement
  • Continuous learning mindset
  • Professional public representation

Key Requirements

  • 4-year degree or equivalent experience
  • 3 years related experience
  • Series 7, 63 + 65 or 66 licenses
  • Understanding of HNW client needs
  • Consultative sales experience preferred

Work Rights

Not specified

Tailored Resume

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