Private Client Relationship Manager Ii - Tampa, Fl

The Dominion

Tampa, FL, United States
Base: $115,440 - $173,160 usd; bonus/equity: not s...
High net worth client relationship management
Banking and lending expertise
Client onboarding and profiling
This role serves as the central point of contact for high net worth clients, focusing on banking, lending, and wealth management 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 to maximize client satisfaction and portfolio profitability.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • The company fosters a respectful and collaborative workplace culture that values diverse perspectives and supports colleague growth through training, mentoring, and development conversations.

Matching Summary

This role serves as the central point of contact for high net worth clients, focusing on banking, lending, and wealth management 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 relationship management
  • Banking and lending expertise
  • Client onboarding and profiling
  • Annual client reviews and proactive contacts
  • Compliance with financial regulations
  • Collaboration with investment and trust advisors
  • Credit and financial analysis skills

Nice-to-have

  • Mentoring junior staff
  • Community involvement and charity support
  • Strong negotiation skills
  • Self-motivated and organized
  • Excellent verbal and written communication
  • Ability to influence without authority
  • Customer-centric service approach

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