jobleadsusSouth Bend, IN
Senior Private Banking Relationship Leader
Senior Private Banking Relationship Leader
Senior Private Banking Relationship Leader
jobleadsusSouth Bend, IN
today
Portfolio Management and Investment AdviceCommercial BankingSavings Institutions and Other Depository Credit Intermediation
Apply for this role →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
Also on the board Same function, level within a rung
Level
Senior
Location
South Bend, IN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today