Private Client Relationship Manager Ii - Greenville, Sc

TD

Greenville, SC, United States
Base: $115,440 - $173,160 usd; bonus/equity: not s...
High net worth client management
Banking and lending expertise
Client onboarding and discovery
This role serves as the central point of contact for high net worth clients, focusing on banking, lending, and wealth management solutions to maximize client satisfaction and portfolio profitability

Job Summary

  • This role serves as the central point of contact for high net worth clients, focusing on banking, lending, and wealth management solutions to maximize client satisfaction and portfolio profitability.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development opportunities to support colleagues' well-being and growth.
  • The position emphasizes a customer-centric approach, compliance with all relevant regulations, and fostering a positive team environment with opportunities for mentoring and community engagement.

Matching Summary

This role serves as the central point of contact for high net worth clients, focusing on banking, lending, and wealth management solutions to maximize client satisfaction and portfolio profitability.

Salary

Base: $115,440 - $173,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • High net worth client management
  • Banking and lending expertise
  • Client onboarding and discovery
  • Annual client review process
  • Cross-departmental collaboration
  • Compliance with financial regulations
  • Credit and financial analysis

Nice-to-have

  • Consultative sales experience
  • Mentoring junior staff
  • Community involvement
  • Strong negotiation skills
  • Self-motivated and organized
  • Exceptional customer service skills
  • Ability to influence without authority

Key Requirements

  • Minimum 10 years financial services experience
  • Valid Series 7, 63 + 65 or 66 licenses
  • Active Life & Health insurance licenses
  • Certified Financial Planner (CFP) preferred
  • 4-year degree highly preferred
  • Advanced degree or MBA preferred
  • Criminal and financial background check

Work Rights

Not specified

Tailored Resume

Cover Letter