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Private Client Manager I

Rochester, New York

Job Description:

The Private Bank is looking to add the industry's most capable and trusted wealth advisors to the team.  Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most competitive.

 Role Overview

  • Client team member with overall responsibility for maintaining and deepening existing and newly developed client relationships, while also responsible for contributing to new business development efforts
  • Works in close partnership with the Private Bank Analysts and other specialists to ensure there is a coordinated approach to the clients day-to-day needs ◦Reports to the Market Leader or Market Executive and obtains guidance from the client team lead (PCA)


  • Focus on deepening client relationships; effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention
  • Liaise with specialists, service officers and other resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
  • Serve as periodic point of contact with clients and ensure quality and timeliness of client service delivery
  • Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and services that that expands their relationship with the Private  Bank. Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in business environment or client needs
  • Achieve individual sales goals determined by ME and Divisional Leadership
  • Provide credit and banking services to existing clients
  • Build relationships with internal partners
  • Provide leverage to PCA by overseeing preparation of Client Management Program (CMP) activities and tactical execution of CMP outcomes
  • Foster collaboration among team members and partners; collaborate in their onboarding, coaching and development
  • Meet Risk & Compliance requirements and policies

Required skills:

  • Excellent ability to work in team environment
  • Strong interpersonal and influence / partnership skills
  • Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer  


  • 7+ years of successful experience in managing relationships with high net worth clients (or equivalent)
  • Series 7, 63 and 65 (or Series 7 and 66) required
  • Unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position 


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
75 S CLINTON AVE, NY, Rochester, 14604