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Relationship Manager-Private Banking

Company: IDB Bank
Location: Beverly Hills
Posted on: January 8, 2022

Job Description:

For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Manage ongoing relationships with key high net worth individuals and business owners. Develop new business relationships, as well as broaden existing relationships in order to increase the depository and the investment portfolios of the bank's clients. Be able to sell Bank's and investments products, as well as manage the day to day Private Banking services. Assist the Private Banking team as needed.

  • Provide all private banking services to domestic private banking clients. Place emphasis on building relationships and participate in the development of new solutions tailored to client needs.
  • Anticipate and create opportunities for enhancing client relationships
  • -Develop new business and expand current deposit and investment portfolios.
  • -Market the bank's products as well as brokerage and investment management products.
  • -Review individual account relationships to determine the banking and investment needs of the clients.
  • -Manage daily client transactions, responds to general account inquiries accurately and expediently Identify cross-selling opportunities and redirect to appropriate departments in the bank
  • Open new accounts by adhering to the guidelines set by the Compliance Department
  • Work on special projects, when requested by the Manager/ Supervisor.
  • -Must be able to communicate clearly and multi task in a very fast paced work environment where set deadlines must be met. Qualifications
    • Series 7 & 66
    • Bachelor's Degree
    • Four or more years of experience as a Private Banker/ Relationship Manager with strong business development, communication skills, sales and origination capabilities.
    • Contacts with local business and banking community with emphasis on experience in marketing and bringing in new businesses.
    • Self -starter with the ability to multi task and prioritize.
    • Excellent interpersonal and communications skills both written and oral. Additional Information Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. Due to COVID-19, most of our employees are working remotely. We have implemented a virtual hiring process and continue to interview applicants by phone or video and are onboarding new hires remotely. We value the safety of our employees because we're all in this together.

Keywords: IDB Bank, Beverly Hills , Relationship Manager-Private Banking, Executive , Beverly Hills, California

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