Private Client Relationship Manager

Job overview

The Private Client Relationship Manager role is onsite in Buffalo, NY. Compensation is $117,624–$256,776 per year. The position serves BankOnBuffalo’s affluent families and institutional clients through wealth management, trust, banking, and financial planning strategies. The manager leads private banking relationships and advises clients on wealth preservation, financial planning, and trust structures. The role contributes to client service and business growth by coordinating across bank teams, positioning financial products, and interpreting market and economic information for clients.

What you'll do

• Lead and manage wealth management and private banking relationships for affluent clients
• advise clients and prospects on wealth management, asset preservation, financial planning, and trust structures
• discuss bank products including investments, deposit options, consumer credit, life insurance strategies, investment-secured lending, and retirement savings
• partner with commercial banking teams to identify potential clients
• explain financial market and macroeconomic information to clients and institutions.

What we're looking for

Skills & competencies

private client relationship manager

buffalo ny

bankonbuffalo

wealth management

private banking

financial planning

trust structures

affluent clients

investment products

commercial banking partnership

$117,624–$256,776/year

full-time

onsite

client relationships

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, and life insurance
• 401(k) with company match
• paid time off and recognized holidays
• leave policies
• voluntary life, accident, critical illness, hospital indemnity, and pet benefits
• EAP
• health and wellness program
• special loan and deposit rates
• student loan paydown plan
• rewards and recognition programs.

Why this role

The role serves affluent clients and institutions and may require occasional travel to market areas and seminars or training sessions. A bachelor’s degree in a related field is preferred; advanced degree candidates are strongly considered.

About the employer

BankonBuffalo is hiring for this role. Industry: Commercial Banking. Sector: 52.