5 часов назад
Relationship Mgr III - AMG (Private Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Mgr III - AMG (Private Banking): Managing and growing a private banking book of business through client relationship management, retention, expansion, and new client acquisition with an accent on customer engagement, financial analysis, and risk management. Focus on developing relationship plans, identifying sales opportunities, coordinating client solutions, and ensuring accurate relationship administration.
Location: Clayton, Missouri, United States; in-office role
Company
is a banking organization providing private banking and financial services to clients.
What you will do
- Lead client management activities and execute relationship plans to acquire and retain clients.
- Manage and grow a book of business through client expansion and new relationship acquisition.
- Build external networks, maintain client communications, and identify business development opportunities.
- Coordinate with internal teams to assess client needs and deliver responsive, appropriate solutions.
- Manage client and business risks, escalate concerns, and coordinate follow-up with partner teams.
- Maintain accurate relationship management records and complete pre-call planning, post-call debriefs, and relationship reviews.
Requirements
- University or college degree, typically a bachelor's degree.
- 5+ years of industry-relevant experience, or a comparable combination of education, certifications, and experience.
- Experience with client relationship management, book of business management, customer engagement, and identifying sales opportunities.
- Skills in financial analysis, decision-making, influencing, value selling, and managing multiple priorities.
- Ability to work in the Clayton, Missouri office; does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- In-office environment focused on collaboration, customer service, inclusion, and risk management.
- Medical, prescription drug, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
- Paid parental and maternity leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.
- Educational assistance, wellness programs, dependent care support, and family-related reimbursement programs.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
6 дней назад
Relationship Manager - Private Wealth
160 000 - 215 000$
6 дней назад
Relationship Manager III - Capital Partners
6 дней назад
Senior Relationship Manager (Wealth Management)
200 000 - 275 000$
2 дня назад
Corporate Trust Relationship Manager II
77 390 - 127 140$
16 часов назад
Relationship Manager Team Lead (Commercial Banking)
133 728 - 219 697$
2 дня назад
GCM Relationship Manager III (Global Capital Markets)
118 400 - 197 300$