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Build and deepen relationships with affluent and HNW clients to provide holistic financial planning and solutions. Source and convert referral leads, manage client engagement and events, coordinate with product specialists and branch partners, ensure KYC/AML and regulatory compliance, and maintain required registrations and licenses.

Senior relationship manager who acquires and deepens High Net Worth client relationships through financial planning, referrals, and high-touch engagement. Provides holistic banking, credit and investment solutions, ensures compliance (KYC/AML, SAFE Act), partners with product specialists, organizes client events, and meets regulatory registration requirements (FINRA, Insurance Group 1, MLO).

The role involves building and managing client relationships in the affluent and High Net Worth segment, providing tailored financial solutions, adhering to compliance, and utilizing financial planning software.

Build and deepen relationships with affluent and HNW clients, provide holistic financial planning and product solutions, source and convert referral leads, manage client events and high-touch engagements, ensure KYC/AML and regulatory compliance, and collaborate with branch and product specialists to grow portfolio.