Private Client Relationship Manager Ii (hnw)

The Dominion

Vienna, Virginia, United States of America
$124,280 - $186,160 usd; not specified; not specif...
Not specified
High net worth client segment
Banking and lending expertise
Client relationship retention and growth
The Dominion is seeking a Private Client Relationship Manager II in Vienna, Virginia, to provide high-touch service to high-net-worth clients, focusing on banking, lending, and investment solutions. The ideal candidate should have at least 10 years of financial services experience, strong consultative sales skills, and a proven ability to manage relationships effectively

Job Summary

  • The Private Client Relationship Manager II serves as the central point of contact for HNW clients across banking, lending, and High Net Worth Investing, partnering with Investment and Trust Advisors to provide proactive client service.
  • This role is accountable for retaining and growing client relationships, exceeding expectations for asset accumulation, preservation, and growth, and managing day-to-day account management and complex credit solutions.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, health and well-being benefits, and career development programs.

Matching Summary

Match Score: 85

The Dominion is seeking a Private Client Relationship Manager II in Vienna, Virginia, to provide high-touch service to high-net-worth clients, focusing on banking, lending, and investment solutions. The ideal candidate should have at least 10 years of financial services experience, strong consultative sales skills, and a proven ability to manage relationships effectively.

Salary

$124,280 - $186,160 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • High Net Worth client segment
  • banking and lending expertise
  • client relationship retention and growth
  • proactive client service
  • wealth management solutions
  • complex credit solutions

Nice-to-have

  • customer-centric approach
  • legendary service delivery
  • positive and constructive work environment
  • community involvement

Key Requirements

  • Minimum 10 years financial services experience
  • Valid Series 7, 63 + 65 or 66
  • Valid and active Life & Health insurance licenses
  • Certified Financial Planner (CFP), preferred
  • Consultative sales experience required
  • Strong business development track record
  • FINRA and SAFE Act eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter