Private Banking Director oversees all aspects of private banking activities that service the needs of high net-worth clients. Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery. Being a Private Banking Director develops strategies and objectives that include deposit and loan volume goals and effective marketing plans. Implements operations, processes, and team development programs that enhance the achievement of private banking objectives. Additionally, Private Banking Director may act as a consultant for high-value or complex credit decisions. Requires a bachelor's degree. Typically reports to senior management. The Private Banking Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Private Banking Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Ledyard Financial Advisors is seeking a Private Banking Relationship Manager to join our Wealth Management group. Ledyard Financial Advisors is a wealth management firm within Ledyard National Bank, managing approximately $1.8 billion for individuals, families and institutions. The Private Banking Relationship Manager is responsible for providing comprehensive and individualized solutions to help the client achieve their financial goals. The role entails developing an in-depth relationship with clients and prospects by delivering white glove personalized customer service. The role requires a very strong knowledge of banking and lending solutions, some investment management knowledge with proven sales skills. They will be responsible for new client development and requires networking with external COIs, being involved in the community, participating on boards, and teaming with business partners. Qualifications: An MBA or advanced education in business or finance, CFP, CTFA, CFA or other professional designation preferred. Location: Hanover, NH.