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WSFS Bank · 4 days ago

Private Banking Relationship Manager

Wilmington, DE

Full-time

Hybrid

Mid, Senior Level

$91K/yr - $149K/yr

5+ years exp

WSFS Bank is a locally headquartered bank and wealth management company that empowers its associates and supports its communities. The Relationship Manager will manage Private Banking relationships for high net worth individuals, focusing on the development of new relationships and servicing credit, deposit products, and wealth management services.

BankingFinanceFinancial Services

Responsibilities

Attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit on an unsecured or secured basis and deposit products

Serve as the primary liaison to internal partners in the Commercial and Consumer divisions, as well as for external centers of influence for wealth management services including investment management, financial planning, Trust and brokerage services

Will call on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients

Interview customers and prospects to develop information concerning their needs and financial condition to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within own lending limits

Serve as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are, and continue to be, appropriate for the client

Keep abreast of regulatory, economic and financial market trends

Actively participate in community functions, and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning

Qualification

Private Banking experienceWealth management servicesFinancial planningLending experienceInvestment knowledgeSales aptitudeClient service skillsListening skillsInterpersonal skillsOrganizational skillsWritten communicationOral communicationPresentation skillsProblem solving