Private Client Relationship Manager Ii - Greenville, Sc

TD Bank

Greenville, South Carolina, United States of America
Base: $115,440 - $173,160 usd; bonus/equity: not s...
High net worth client service
Banking and lending expertise
Client relationship growth
Serve the unique and complex needs of clients in the high net worth segment as the central point of contact for banking, lending, and investing

Job Summary

  • Serve the unique and complex needs of clients in the high net worth segment as the central point of contact for banking, lending, and investing.
  • Partner with Investment Advisors and Trust Advisors to provide proactive client service, aiming to retain and grow client relationships while exceeding expectations for asset accumulation, preservation, and growth.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including benefits, savings, retirement programs, and paid time off.

Matching Summary

Serve the unique and complex needs of clients in the high net worth segment as the central point of contact for banking, lending, and investing.

Salary

Base: $115,440 - $173,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High Net Worth client service
  • Banking and lending expertise
  • Client relationship growth
  • Proactive client service
  • Wealth management solutions

Nice-to-have

  • Community involvement
  • Positive work environment
  • Mentorship of junior staff

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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