Private Client Relationship Manager

Location: Rochester Hills, Michigan, or Sterling Heights, Michigan

Company

hirify.global provides private banking, wealth management, financial planning, and related banking services for affluent and high-net-worth clients.

What you will do

• Acquire and onboard affluent and high-net-worth clients through outbound calling and in-branch or partner introductions.
• Conduct discovery and financial planning conversations to understand client goals and present personalized strategies.
• Grow deposits, investments, lending balances, and net new investment assets.
• Deepen and retain client relationships through proactive outreach based on life events and financial triggers.
• Partner with Wealth Advisors, Certified Financial Planners, Retail, Business Banking, Mortgage, and Wealth colleagues.
• Track client activity and relationship development in Salesforce CRM.

Requirements

• 3–5 years of banking, wealth management, or relevant equivalent experience.
• Experience working with affluent and high-net-worth clients.
• SIE, Series 6 or 7, and Series 63 or 66 licenses required at the time of hire.
• Bachelor’s degree preferred.
• Demonstrated success in a client-centric, initiative-taking sales environment.
• Knowledge of industry regulatory requirements and strong written and verbal communication skills.

Culture & Benefits

• Client-centric culture focused on continuous improvement and professional development.
• Ongoing coaching and practice management support.
• Full-time schedule of 40 hours per week, Monday through Friday, with potential Saturday hours.
• Salary commensurate with experience plus an opportunity to earn incentive compensation.