Senior Private Banking Relationship Leader

L5

jobleadsusSouth Bend, INyesterday
Key Private Bank (KPB) in South Bend, IN seeks a Sr. Relationship Manager to advise high net worth clients, develop financial plans, and coordinate with trust, investment, and planning strategists. The RM expands existing relationships, sources new business, and collaborates with internal partners to deepen client engagement. The role requires building a trusted advisory relationship, knowledge of investments and banking products, and the ability to manage complex financial data for individuals
Apply now
Apply now

Level

SeniorL5

Location

South Bend, IN

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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