New Edge Associates a Talent Acquisition Firm ยท 3 hours ago
VP Premier Banking Relationship Manager
Miami-FTL Area
Full-time
Onsite
Mid, Senior Level
$90K/yr - $125K/yr
3+ years expNew Edge Associates is a Talent Acquisition Firm, and they are seeking a VP, Premier Banking Relationship Manager responsible for developing, managing, and expanding relationships with affluent and high-net-worth clients. This role involves delivering customized banking, lending, and wealth solutions while providing strategic financial planning and high-touch service to drive deposit growth and deepen client relationships.
Staffing & Recruiting
Hiring Manager
Yesenia Moreno
Responsibilities
Develop and manage a portfolio of affluent and high-net-worth clients, delivering tailored banking, credit, and wealth solutions
Proactively identify and pursue new client acquisition opportunities through networking, referrals, and professional relationships
Conduct comprehensive financial reviews to understand client objectives and recommend appropriate deposit, lending, and investment strategies
Serve as a trusted advisor by providing guidance on wealth planning, credit structuring, and financial solutions
Build and maintain a strong referral network with attorneys, CPAs, estate planners, and other centers of influence
Partner with internal teams, including branch leadership and lending partners, to identify cross-sell and relationship expansion opportunities
Perform ongoing relationship reviews to ensure client satisfaction, retention, and portfolio growth
Deliver a consistent, high-quality client experience aligned with service standards and brand expectations
Represent the organization through active participation in networking events and professional organizations
Ensure all client activities and transactions comply with regulatory requirements, internal policies, and risk standards
Maintain accurate documentation of client interactions, referrals, and business development activity
Stay informed on market trends, economic conditions, and financial strategies impacting client portfolios
Perform additional duties and special projects as assigned
Qualification
Required
Bachelor's degree or equivalent combination of education and experience required
Minimum of three (3) years of banking experience and three (3) years of customer service experience
Strong knowledge of retail banking, credit solutions, investment offerings, and cash management services
Proven experience in relationship management, private banking, wealth management, or financial advisory roles
Demonstrated success in business development, networking, and referral generation
Exceptional interpersonal, verbal, and written communication skills
Ability to explain complex financial concepts clearly and confidently
Strong organizational, analytical, and time management skills
Professional presence with the ability to manage high-touch client relationships
Ability to collaborate effectively across teams
Preferred
Master's degree, wealth management certification, or financial planning designation preferred
Five (5)+ years of banking and customer service experience preferred
Company
New Edge Associates a Talent Acquisition Firm
We bring solutions that enriches the lives of every person in the industry .
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Norman Isaza
Co-Founder and Chief Financial Officer
Juan Tobon
COO and Co-Founder New Edge Associates
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