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Johnson Financial Group · 2 months ago

Private Banking Relationship Manager

Waukesha, Wisconsin

Full-time

Onsite

Mid, Senior Level

4+ years exp

Johnson Financial Group is a financial services company seeking a Private Banking Relationship Manager. The role involves proactive business development, managing a portfolio of private banking clients, and delivering financial solutions to achieve significant growth and client satisfaction.

Financial ServicesInsuranceLocal Business

Work & Life Balance

Responsibilities

Development and execution of an individual business plan to achieve new Target Market client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth

Responsible for helping clients across all of their financial goals and striving for significant revenue growth by making sure clients are taking advantage of all appropriate products and services

Deliver a distinctive client experience that leverages our unique value proposition through the referral of investment management, financial planning and advisory services spanning wealth, mortgage, insurance, brokerage and commercial banking

Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics

Understand client’s financial objectives through consistent purposeful discovery process

Work within a collaborative environment to deliver the most appropriate products and services integrating JFG’s personal and corporate services

Proactive engage assigned portfolio and match prospect or client needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship

Thorough management of complex financial solutions in deposit and credit products; including: communication, implementation, maintenance and on-going administration of the complete client relationship

Utilizes effective use of the JFG CRM system as a primary tool for managing client relationships

Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business

Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals

Actively call/joint call on identified target market segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts

Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations

Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business

Meets or exceeds client retention goals

Perform customer needs assessments on a regular basis

Give persuasive sales presentations and tailors delivery and material to meet audience needs

Applies sound judgment, innovation and appropriate creativity in management of client relationships

Participate in an active and meaningful role in a community or industry organization

Qualification

Client relationship managementBusiness developmentFinancial analysisFinancial planningSales presentationsCross-sellingMS Office proficiencyCRM system utilizationRelevant certificationsCommunity involvementCommunication skillsTeam collaborationPersuasive skills

Required

Minimum of 4 years experience in the financial industry in a client facing business development role

Financial experience must include demonstrated credit skills, understanding of cash flow management, balance sheet, income statement and tax return analysis

Strong working knowledge of MS Office products; ability to effectively utilize JFG Private Banking Operating systems

Preferred

Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education

Relevant certifications CFP, CWS, ChFC, and/or Life & Health, Home & Auto Insurance licenses highly desired

Experienced Private Banking RM's are required to have an advanced designation of CFP, CWS, ChFC, CPA, or JD

Financial Planning will be preferred of credentialed associates in concert with Wealth Management advisors