Luxury Client Portfolio Manager - Fort Lauderdale - beBeeFinancial Advisor

    beBeeFinancial Advisor
    beBeeFinancial Advisor Fort Lauderdale

    1 week ago

    Job title: Private Banking Officer Senior

    Description

    Job Description

    We are seeking a seasoned professional to serve as a trusted advisor to high-net-worth clients, including attorneys, CPAs, physicians, and entrepreneurs. This role is ideal for an individual with strong lending expertise, relationship management skills, and a commitment to excellence.


    This position involves managing and growing a portfolio of affluent clients by developing new relationships and deepening existing ones. You will drive business growth by expanding loans, deposits, and cross-selling bank products like Treasury Management Services.


    Key Responsibilities:

    • Build Relationships:
         Manage and grow a portfolio of high-net-worth clients
         Develop new relationships and deepen existing ones
    •    Meet or exceed individual sales and retention goals
         Expand loans, deposits, and cross-sell bank products like Treasury Management Services


    1. Experience: 8–10 years of lending experience with formal credit training preferred.
      The ability to structure and negotiate complex loan transactions is also required.
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