Private Banking Relationship Manager Jobs
Private Banking Relationship Manager jobs are open across wealth management, commercial banking, and trust services, from associate to senior and managing director level, with specializations in ultra-high-net-worth client advisory, portfolio consulting, and estate planning. See the openings below and apply to the ones that match your experience.
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Showing 5 of 20+ Private Banking Relationship Manager jobs
Job Description
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.
The Senior Private Banking Relationship Manager will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit and non-credit products including deposit products and on-line banking services. The Relationship Manager will attend to the needs of private banking customers primarily seeking consumer loans or lines of credit on an unsecured or secured basis. The incumbent will serve as the “gatekeeper” for other Bank products and services, as well as investment management, Trust and brokerage services. The Relationship Manager will call on prospective clients, as well as medical and legal professionals, to develop new relationships, retain existing business, and promote additional bank services to current clients. The Relationship Manager will interview customers and prospects to develop information concerning their needs and financial condition in order to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within own lending limits. In addition, the Relationship Manager will serve as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are, and continue to be, appropriate for the client. In addition to keeping abreast of regulatory, economic and financial market trends, the Portfolio Manager will actively participate in community functions, and continue to expand their knowledge in all Private Banking services including credit, risk management, investments and insurance as well as real estate, retirement and tax planning.
Job Responsibilities:
- Manage client book with a marginal contribution between 1.5 to 4 million by recommending financial solutions as appropriate such as account openings, deposits, loans, lending, HELOC, etc.
- Manage complex loan structures.
- Manage credit underwriting, loan originations, etc.
- Manage new business generation activities by interviewing customers and prospects to develop information concerning their needs and financial condition in order to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within own lending limits. Offer new solutions, deeper existing relationships, and utilize Salesforce pushes and website leads.
- Call on prospective clients, as well as medical, legal, tax, and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients.
- Participate in community functions and networking events and continue to expand their knowledge in all Private Banking services including credit, risk management, investments and insurance as well as real estate, retirement and tax planning.
- Other duties as assigned.
Minimum Qualifications:
- 10+ years’ experience in a financial services industry
- Bachelor’s degree required, preferably in a Finance related field.
- MBA, CFP, CTFA, or similar certifications/licenses preferred.
- Excellent understanding of consumer and commercial underwriting requirements and deposit solutions.
- Excellent aptitude and attitude for new sales business generation.
- Excellent understanding of wealth management services and capital market services and solutions.
- Excellent knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan and deposit products.
- Must be able to travel within the Bank’s footprint to branch and wealth management locations and visit customers.
- Results oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
- Must be self-motivated, and able to work with minimal supervision.
- Superior interpersonal, organizational, and client service skills
- Must have excellent written and oral communication skills.
- Must have excellent listening and presentation skills.
- Must have an excellent problem-solving ability.
WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$111,440.00 - $183,082.25Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Job Description
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.
The Senior Private Banking Relationship Manager will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit and non-credit products including deposit products and on-line banking services. The Relationship Manager will attend to the needs of private banking customers primarily seeking consumer loans or lines of credit on an unsecured or secured basis. The incumbent will serve as the “gatekeeper” for other Bank products and services, as well as investment management, Trust and brokerage services. The Relationship Manager will call on prospective clients, as well as medical and legal professionals, to develop new relationships, retain existing business, and promote additional bank services to current clients. The Relationship Manager will interview customers and prospects to develop information concerning their needs and financial condition in order to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within own lending limits. In addition, the Relationship Manager will serve as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are, and continue to be, appropriate for the client. In addition to keeping abreast of regulatory, economic and financial market trends, the Portfolio Manager will actively participate in community functions, and continue to expand their knowledge in all Private Banking services including credit, risk management, investments and insurance as well as real estate, retirement and tax planning.
Job Responsibilities:
- Manage client book with a marginal contribution between 1.5 to 4 million by recommending financial solutions as appropriate such as account openings, deposits, loans, lending, HELOC, etc.
- Manage complex loan structures.
- Manage credit underwriting, loan originations, etc.
- Manage new business generation activities by interviewing customers and prospects to develop information concerning their needs and financial condition in order to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within own lending limits. Offer new solutions, deeper existing relationships, and utilize Salesforce pushes and website leads.
- Call on prospective clients, as well as medical, legal, tax, and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients.
- Participate in community functions and networking events and continue to expand their knowledge in all Private Banking services including credit, risk management, investments and insurance as well as real estate, retirement and tax planning.
- Other duties as assigned.
Minimum Qualifications:
- 10+ years’ experience in a financial services industry
- Bachelor’s degree required, preferably in a Finance related field.
- MBA, CFP, CTFA, or similar certifications/licenses preferred.
- Excellent understanding of consumer and commercial underwriting requirements and deposit solutions.
- Excellent aptitude and attitude for new sales business generation.
- Excellent understanding of wealth management services and capital market services and solutions.
- Excellent knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan and deposit products.
- Must be able to travel within the Bank’s footprint to branch and wealth management locations and visit customers.
- Results oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
- Must be self-motivated, and able to work with minimal supervision.
- Superior interpersonal, organizational, and client service skills
- Must have excellent written and oral communication skills.
- Must have excellent listening and presentation skills.
- Must have an excellent problem-solving ability.
WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$111,440.00 - $183,082.25Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Private Banking Relationship Manager Jobs by Experience Level
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Find JobsPrivate Banking Relationship Manager Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in private banking relationship manager jobs.
- Bachelor's degree in finance, business, or a related field required
- Five or more years of experience managing high-net-worth client relationships
- Active Series 7 and Series 66 licenses or willingness to obtain them
- Demonstrated ability to grow and retain a personal book of business
- Proficiency with CRM platforms and core banking software
- CFP, CIMA, or CPWA designation preferred or required
Tips for Your Private Banking Relationship Manager Job Search
Quantify your AUM and client metrics
Hiring managers in private banking scan for hard numbers fast. Lead your resume with the total assets under management you've overseen, your client retention rate, and the average net worth of your book. Vague descriptions of relationship skills won't move you past the first screen.
Highlight your CIMA or CFP credential early
Many private banking postings list the Certified Private Wealth Advisor, CFP, or CIMA as preferred or required. Put any active credential in your resume header alongside your name so it's visible before a recruiter reads a single bullet point.
Target postings by minimum investable asset threshold
Job descriptions for this role almost always specify the minimum client net worth or investable asset floor the team serves. Match your experience level to that threshold before applying. Applying to an ultra-high-net-worth role with only mass-affluent experience rarely converts to an interview.
Apply early to roles that fit
Migrate Mate lists private banking relationship manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client scenario for the interview
Expect at least one behavioral question that asks you to walk through a complex client situation, such as a multigenerational wealth transfer or a client threatening to move assets. Prepare a specific example with the context, your approach, and the outcome, stated in plain business terms.
Negotiate your transition support before you sign
If you're moving from another institution and bringing a book of business, negotiate a forgivable loan, a client transition timeline, and a non-solicit carve-out before accepting. These terms are far easier to establish at the offer stage than after you've started.
Private Banking Relationship Manager Jobs: Frequently Asked Questions
Which companies are hiring the most private banking relationship managers?
California Bank & Trust, Stock Yards Bank & Trust, and Bank of Hawaii are hiring the most private banking relationship managers right now, with openings concentrated in California, Hawaii, and Texas, based on current listings on Migrate Mate as of November 2026. Demand tends to be strongest at large national banks, regional wealth management firms, and independent trust companies.
How do you become a private banking relationship manager?
Start with a finance, business, or economics degree and obtain your Series 7 and Series 66 licenses early. Build foundational client-facing experience in retail banking, wealth advisory, or financial planning. Pursue a CFP or CIMA designation to signal expertise to private banking hiring teams. Move into an associate relationship manager role at a bank or trust company, then grow your own book of clients over time.
Can you get a private banking relationship manager job with little experience?
Entry into private banking typically starts at the associate or junior relationship manager level, where you support senior bankers before managing your own clients. A finance degree, active licenses such as the Series 7, and experience in retail banking or brokerage strengthen your candidacy considerably. Some firms also hire through internal rotational programs designed to build private banking skills from scratch.
What does the private banking relationship manager interview process look like?
The process usually starts with a recruiter screen focused on your licensing status and client experience, followed by a panel interview with a regional manager or team lead. Expect behavioral questions about retaining clients during market volatility and growing a book of business. Some firms include a case study or a brief presentation where you pitch a hypothetical financial plan to a mock client.
Where can I find and apply to private banking relationship manager jobs?
You can find and apply to private banking relationship manager jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your experience level and specialization, then apply directly to each one that fits.
See All 20 Private Banking Relationship Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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