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Veterans Preferred - Private Client Relationship Manager

Company: TD Bank
Location: Melville
Posted on: May 4, 2021

Job Description:

Military Veterans are Encouraged to Apply. The Private Client Relationship Manager II (RM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The job will also be responsible for retaining and growing the client relationship and is accountable for exceeding clients' expectations for asset accumulation, preservation and growth. The Private Client Relationship Manager II is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, wealth management solutions (via partner referrals) and complex credit solutions for client and their businesses. In so doing, the Private Client Relationship Manager II must focus on maximizing clients' satisfaction with their Banking relationships, maximizing profitability of the portfolio, while ensuring minimum credit risk for Bank funds. Inclusiveness: At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential. If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDOtd.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity. Province/State: New York City: Melville Qualifications: 4-year degree required, MBA or advanced degree preferred. 10 years financial services experience in a production capacity (i.e. track record for meeting sales goals) required. Securities Licensed: Series 7, 63 65 or 66. Certified Financial Planner (CFP), preferred. Strong understanding of private banking business development techniques, products, services and overall industry. Advanced understanding and experience with commercial banking relationships and experience interacting with high-net worth clients. Consultative sales experience required. Proven ability to establish relationships and partner effectively with other departments within TD Bank, America's Most Convenient Bank. Proven business development track record. Strong market presence with wide network of outside referral sources for new business. High level of personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of service. Strong credit and financial analysis skills. Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner. Ability to work within an organization to influence and get things done without direct authority. Organized self-starter with ability to work independently with little direct guidance. Refined negotiation skills. Excellent communication skills, both verbal and written. Membership in civic and professional organizations required upon on-boarding. Must have experience working within a highly collaborative team environment. Work Location: 324 South Service Road Business Line: TD Bank AMCB Job Category - Primary: Wealth Management Job Category(s): Sales & Business Development, Wealth Management Province/State (Primary): New York City (Primary): Melville Job Family: Private Banking Time Type: Full Time Employment Type: Regular

Keywords: TD Bank, New Haven , Veterans Preferred - Private Client Relationship Manager, Executive , Melville, Connecticut

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