Job 5176: VP - Private Client Relationship Manager

Location City: Phoenix Location State: AZ Base Salary: 100,000 - 120,000 DOE Bonus & Incentives: Unit and individual performance objectives Position Responsibilities: Manage and profitably grow a portfolio of loan and wealth management relationships within PCS; help clients define their financial goals, and offer loan and non-credit products as appropriate; refer clients to financial partners as needed,

Location City: Phoenix

Location State: AZ

Base Salary: 100,000 - 120,000 DOE

Bonus & Incentives: Unit and individual performance objectives

Position Responsibilities: Manage and profitably grow a portfolio of loan and wealth management relationships within PCS; help clients define their financial goals, and offer loan and non-credit products as appropriate; refer clients to financial partners as needed, while managing overall relationship

Education and Certifications/Licenses: Bachelors, Sit for Series 7,63 and 65 licensing.

Mandatory Minimum Qualifications: Thorough knowledge of commercial and real estate lending to businesses and affluent market segment; working knowledge of application of Trust and Investment products; ability to deal comfortably with affluent clients.

Preferred Qualifications: Projects a view as the "expert in the field," with ability to mentor and develop more junior staff; CFP, CFA or related designation is valued.

Benefits: Normal

Overnight Travel: None Listed

Relocation Assistance: No, Local candidates preferred

Special Note: Please respect our recruiting members' time by only replying to positions where your experience meets the qualifications specified. Due to the large volume of responses we receive we regret we are unable to respond to every applicant.

To apply for this Job:

please send your resume to [email protected] and reference the job number.

TAGS: News Archive
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish