Sr. Private Client Relationship Manager

**Description**

**Location:** On site in Boca Raton, FL, Palm Beach, FL, and Fort Lauderdale, FL

**Summary**

The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.

**ESSENTIAL DUTIES AND RESPONSIBILITIES**

+ Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client exper...