Private Banking Relationship Manager
WSFS Bank(1 month ago)
About this role
A Relationship Manager at WSFS Bank supports the Private Wealth Management division serving high-net-worth individuals. The role centers on managing and growing private banking relationships and coordinating across the bank’s wealth management services. The position operates within WSFS’s regional bank and wealth management organization and involves client engagement across the bank’s footprint.
Required Skills
- Relationship Management
- Credit Analysis
- Lending
- Wealth Management
- Investment Advisory
- Financial Planning
- Client Service
- Sales
- Communication
- Risk Management
+1 more
Qualifications
- Bachelor's Degree
- CFP
- CTFA
- MBA
- JD
About WSFS Bank
wsfsbank.comWSFS has been uplifting the people, businesses and Communities it serves for nearly 200 years, creating a world in which everyone can thrive.
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