Top 1106 Private banking Jobs

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Private Banking Relationship Manager
The Milford Bank —Milford, CT
- $115,000 - $135,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
12d
Senior Private Banking Rel Manager - Menlo Park, CA
California Bank & Trust —Menlo Park, CA
- $220,000 - $270,000 a year
- Word processing
- Office
- Bachelor's degree
- Profit sharing
- Paid training
Private Banking Relationship Manager - San Antonio, TX
Amegy Bank —San Antonio, TX
- Customer service
- Mid-level
- Office
- Profit sharing
- Paid training
Private Banking Account Executive
Leader Bank —Remote
- $102,400 - $153,600 a year
- Full-time
- Remote
- Mid-level
- Residential
- Bachelor's degree
- Wellness program
- Paid holidays
Quick Apply
Global Banking & Markets Private -Corporate Derivatives, FX Solutions- Analyst- New York
Goldman Sachs —New York, NY
- $110,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
GBM Private, IB Classic, Investment Banking Associate, Healthcare - New York
Goldman Sachs —New York, NY
- $150,000 - $225,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Disability insurance
- Health insurance
GBM - Private - Investment Banking Associate, TMT (Digital Infrastructure) - New York
Goldman Sachs —New York, NY
- $150,000 - $225,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Global Banking & Markets - Private - Transaction Banking Client Service - Dallas - Vice President
Goldman Sachs —Dallas, TX
- Office
- Analysis skills
- Bachelor's degree
- Disability insurance
- Health insurance
GBM - Private - Investment Banking, CMG FIG (FinTech) Associate- New York
Goldman Sachs —New York, NY
- $150,000 - $225,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
GBM - Private - Investment Banking Associate, Natural Resources - New York
Goldman Sachs —New York, NY
- $150,000 - $225,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Global Banking & Markets Private , Corporate Derivatives Underwriting Associate -Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
GBM Private, IB Classic - Investment Banking Vice President, Industrials
Goldman Sachs —New York, NY
- $150,000 - $300,000 a year
- Full-time
- Management
- Office
- Master's degree
- Disability insurance
- Health insurance
Corporate Strategy Associate - Banking or Private Equity experience required
Shields Health Solutions —New York, NY
- $110,000 - $120,000 a year
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
2d
GBM, Private, Investment Banking Associate, FIG (Asset Management) - New York
Goldman Sachs —New York, NY
- $150,000 - $225,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
Analyst, Debt Capital Markets, Investment Banking (Private Placement Team)
CIBC —New York, NY
- $115,000 - $135,000 a year
- Extended hours
- Writing skills
- Research
- Office
- Health savings account
- Health insurance
GBM - Private - Investment Banking Associate, Activism & Shareholder Advisory - New York
Goldman Sachs —New York, NY
- $150,000 - $225,000 a year
- Full-time
- Mid-level
- Office
- Disability insurance
- Health insurance
9d
Investment Banking Sr. Analyst / Associate– Debt Private Placements
Oppenheimer & Co. Inc. —New York, NY
- $130,000 - $180,000 a year
- Senior level
- 2 years
- Communication skills
Quick Apply
Global Banking & Markets Private, Classic - Natural Resources, Houston, Analyst
Goldman Sachs —Houston, TX
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Disability insurance
- Health insurance
Asset & Wealth Management, Private Wealth Management, AI Product Management, Vice President - New York
Goldman Sachs —New York, NY
- $115,000 - $270,000 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
GBM - Private - Investment Banking Associate, Industrials - Chicago
Goldman Sachs —Chicago, IL
- $150,000 - $215,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance

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Private Banking Relationship Manager

The Milford Bank -
Milford, CT

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Job Details

Full-time
$115,000 - $135,000 a year
12 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Financial statement analysis
Financial report interpretation
Financial product expertise
Customer relationship management
Financial statement interpretation
Customer support

Full Job Description

Job Summary

Under the direct supervision of the President of The Milford Bank, this role manages, maintains, and develops personal financial services and wealth management solutions for high-net-worth clients, providing tailored financial advice and investment strategies aligned with their goals.

This position requires a working knowledge of Bank products and services to deliver exceptional service, meet customer needs, and maintain customer files in accordance with established Bank policies and procedures, legal and regulatory requirements, and customer satisfaction standards.

Primary Responsibilities include:

· Single point of contact for clients, providing coordinated access to company’s products and services.

· Build and maintain trusted client relationships through regular communication, personalized service, and networking to attract new clients and grow the portfolio.

· Develop, oversee, and monitor customized banking strategies, adjusting recommendations as needed based on market conditions and client objectives.

· Evaluate complex financial documents, assess risk, and develop strategic financial plans that support client needs and goals. Refer clients to appropriate experts in estate planning and tax optimization.

· Provide guidance on wealth management, risk management, and credit solutions.

· Ensure financial activities comply with internal policies, applicable laws and regulations, confidentiality requirements, and ethical standards.

· Stay informed of economic trends, financial products, and opportunities to provide timely, strategic advice.

· Prepare required materials in advance of independent audits and State and Federal examinations.

· Interact professionally with current and prospective customers to support relationship development and service delivery.

· Demonstrate knowledge of digital banking products, services, and customer support practices.

· Maintain the confidentiality of customer financial and personal information.

Other Responsibilities:

The responsibilities described above are intended to outline the general duties associated with this position. The Bank reserves the right to assign additional duties, whether related or unrelated to those listed, as business needs require.

Position Requirements:

· Bachelor’s degree in finance, economics, business administration or equivalent experience.

· 3–5 years of private banking, wealth management, or related financial services experience.

· Ability to work independently, manage priorities, meet deadlines, exercise sound judgment, and analyze financial statements and related information.

· Strong written and interpersonal communication skills.

· Superior customer service skills.

Pay: $115,000.00 - $135,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

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