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Private Banker - (Cleveland, OH)

Private Client Group - Private Banking Relationship Manager Senior. Assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities. This position is responsible for: * Building and managing profitable banking relationships with high net worth customers * Developing and implementing comprehensive financial plan * Conducting periodic interviews and working to further penetrate the customer's use of Bank services * Achieving targeted growth in individual and team portfolio revenue * Partnering with product specialists in Trust, Mortgage, Investments and Insurance to obtain cross-sell opportunities * Working with relationships of moderate to high complexity Basic requirements: * Bachelor's degree in related position * 5 or more years of financial advisory/sales background in banking, investment


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Posted in Cleveland, OH, Accounting & Finance
From TopUSAJobs - 1 month ago