Private Client Relationship Manager Ii (hnw)

TD Bank

Vienna, Virginia, United States
Base: $124,280 - $186,160 usd; bonus/equity: not s...
High net worth client segment
Banking and lending expertise
Client retention and growth
The Private Client Relationship Manager II serves as the central point of contact for High Net Worth clients across banking, lending, and investing, partnering with advisors to achieve greater share of wallet and exceed client expectations for asset accumulation, preservation, and growth

Job Summary

  • The Private Client Relationship Manager II serves as the central point of contact for High Net Worth clients across banking, lending, and investing, partnering with advisors to achieve greater share of wallet and exceed client expectations for asset accumulation, preservation, and growth.
  • This role is responsible for day-to-day account management, providing wealth management solutions via partner referrals, and offering complex credit solutions for clients and their businesses, focusing on maximizing client satisfaction and portfolio profitability while ensuring minimum credit risk.
  • TD Bank is committed to providing fair and equitable compensation, growth opportunities, and skill development, offering a total rewards package that includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off.

Matching Summary

The Private Client Relationship Manager II serves as the central point of contact for High Net Worth clients across banking, lending, and investing, partnering with advisors to achieve greater share of wallet and exceed client expectations for asset accumulation, preservation, and growth.

Salary

Base: $124,280 - $186,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High Net Worth client segment
  • banking and lending expertise
  • client retention and growth
  • proactive client service
  • integrated Wealth Management offering
  • credit risk management

Nice-to-have

  • customer-centric approach
  • community involvement
  • positive work environment
  • mentorship of junior staff

Key Requirements

  • 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 credit and financial analysis skills

Work Rights

Not specified

Tailored Resume

Cover Letter