Job Description

Overview

The Private Client Services Relationship Manager (PCS-RM) is responsible for delighting our clients by proactive business development and portfolio management for the highest segment of our Private Banking portfolio as defined by income and investable asset levels. The PCS-RM position is accountable for significant loan, deposit and revenue growth and the management of complex financial solutions and transactions. The individual will act as the lead relationship manager and responsible party for delivery of all JFG products and services. 

Key Responsibilities

  • Development and execution of an individual business plan to achieve new Target Market client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth in the PCS segment.
  • Responsible for significant growth in core banking portfolios (loan and deposit production) and reve...

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