Relationship Manager | SEC Fixed Income Salesman Licensed

About the Role

We are looking for an experienced Relationship Manager to build and manage long-term relationships with affluent and high-value clients. In this role, you will provide tailored financial solutions, grow client portfolios, identify new business opportunities, and deliver a high-quality banking experience while achieving assigned business and revenue targets.

The ideal candidate has strong experience in relationship management, priority banking, wealth management, retail banking, or financial sales and holds a valid SEC Fixed Income Salesman License.

Key Responsibilities

• Manage and grow a portfolio of affluent and priority banking clients.
• Build strong, long-term client relationships by understanding financial goals and recommending appropriate banking, investment, insurance, and lending solutions.
• Identify and acquire new clients through referrals...