Private Banking Relationship Manager - Richmond
Location : Richmond, VA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 5+
Required Education : Bachelor's Degree Required
Travel : No
Relocation : No
Job Description :
Our client is a regional financial institution that's in growth mode! They're currently seeking a Private Banker for their Wealth Management Division in Richmond.
Qualified candidates must have a minimum of 5+ years' experience in a private banking or investment management capacity working with clientele who have investable assets of $1MM+. The Private Banker will focus on fostering opportunities to establish, expand and deepen customer relationships by identifying banking, borrowing and investing needs and deliver the appropriate products and services in collaboration with the deposit, lending and wealth teams. Bachelor's degree required. CFP is a plus. Client prefers candidates with Series 7 & 66 licenses or candidates willing to obtain them.
Required Qualifications :