5 дней назад
Senior Relationship Strategist (Private Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Relationship Strategist (Private Banking): Managing and growing a private banking client book through relationship planning, client acquisition, and tailored financial solutions with an accent on client relationship management, business development, and risk oversight. Focus on expanding client relationships, coordinating partner introductions, and delivering responsive service while maintaining accurate relationship administration.
Location: Phoenix, Arizona, United States; in-office role
Company
is a financial services company operating a Private Bank organization focused on client relationships and tailored banking solutions.
What you will do
- Lead client management activities and develop relationship plans to acquire and retain private banking clients.
- Manage and grow a book of business through client expansion, new relationship acquisition, and external business development.
- Coordinate with internal partners to identify client needs, make appropriate introductions, and follow up on outcomes.
- Provide proactive service, manage client concerns and risks, and maintain strong client advocacy.
- Execute relationship management administration, pre-call planning, post-call debriefs, and relationship reviews.
- Train, coach, or mentor team members and participate in special projects.
Requirements
- Bachelor’s degree or a comparable combination of education, job-specific certification, and experience.
- Typically 8+ years of industry-relevant experience.
- Experience with client relationship management, book of business ownership, customer engagement, and identifying sales opportunities.
- Strong financial analysis, decision-making, influencing, value-selling, and customer-needs assessment skills.
- Ability to work in the Phoenix office; will not provide employment visa sponsorship or participate in STEM OPT.
Culture & Benefits
- Inclusive workplace culture focused on respect, collaboration, and customer experience.
- Medical, prescription, dental, and vision coverage, with Health Savings Account options.
- 401(k) match, pension, stock purchase plans, insurance, disability protection, and dependent-care support.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level.
- Educational assistance, wellness programs, and financial incentives.
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