Senior Private Banking Relationship Leader
jobleadsusSouth Bend, IN
Senior Private Banking Relationship Leader
jobleadsusSouth Bend, IN
yesterday
Industries
Portfolio Management and Investment AdviceCommercial BankingSavings Institutions and Other Depository Credit IntermediationAbout the role
Key Private Bank (KPB) in South Bend, IN seeks a Sr. Relationship Manager to advise high net worth clients, develop financial plans, and coordinate with trust, investment, and planning strategists.
The RM expands existing relationships, sources new business, and collaborates with internal partners to deepen client engagement. The role requires building a trusted advisory relationship, knowledge of investments and banking products, and the ability to manage complex financial data for individuals
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JOB OVERVIEW
Experience level
Senior
Location
South Bend, IN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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