Private Bank Portfolio Manager

Associated Bank

Base: $67,340.00 - $115,440.00 py; bonus/equity: c...
Not specified (assumed to be hybrid based on industry standards)
Manage private banking portfolio
Analyze financial statements and cash flows
Evaluate loan requests and structures
Associated Bank is seeking a Private Bank Portfolio Manager to manage and grow a portfolio of private banking and commercial relationships, emphasizing strong credit quality and client satisfaction. The role demands financial analysis, relationship management, and risk assessment skills, within a culture that values inclusivity and professional growth

Job Summary

  • This role blends financial analysis, relationship support, and risk management to drive sound lending decisions for complex private banking relationships.
  • The successful candidate will analyze financial statements and cash flows to evaluate loan requests while ensuring strong credit quality and client retention.
  • Associated Bank offers a collaborative growth-focused environment with competitive salaries, bonus benefits, and opportunities to expand skills across multiple banking disciplines.

Matching Summary

Match Score: 85

Associated Bank is seeking a Private Bank Portfolio Manager to manage and grow a portfolio of private banking and commercial relationships, emphasizing strong credit quality and client satisfaction. The role demands financial analysis, relationship management, and risk assessment skills, within a culture that values inclusivity and professional growth.

Salary

Base: $67,340.00 - $115,440.00 per year; Bonus/Equity: Competitive salaries with bonus benefits and incentives; Benefits: 401(k), Pension plans, paid volunteer time, employee stock purchase plan

Skills & Requirements

Must-have

  • Manage private banking portfolio
  • Analyze financial statements and cash flows
  • Evaluate loan requests and structures
  • Monitor covenant compliance and repayments
  • Conduct annual risk rating assessments

Nice-to-have

  • Cross-sell opportunities across banking services
  • Partnership with Relationship Managers
  • Client meeting and community engagement
  • Growth-focused collaborative environment
  • Exposure to sophisticated wealth management clients

Key Requirements

  • Bachelor's degree in Business, Finance, or Accounting
  • 2+ years of private banking or commercial banking experience
  • Strong knowledge of credit analysis and risk management

Work Rights

Not specified

Tailored Resume

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