Butterfield is hiring a

High-Net-Worth Client Relationship Manager

Deadline: 2 weeks

Job Type: Permanent

Reporting to the Senior Vice President, Head of Private Banking, this role manages and develops a portfolio of High-Net-Worth (HNW) individuals and is instrumental in business development and client service strategy. Your responsibilities will include: - Providing a high level of service focused on banking, credit, asset management, and trust services in order to source, manage, develop and maintain a portfolio of HNW client relationships. - Managing client relationships acting as a primary point of reference for all client needs. - Driving analysis and providing tailored solutions to meet client needs, including the preparation of client relationship plans. - Collaborating with the SVP, Head of Private Banking in the development and implementation of a comprehensive marketing strategy. - Maximising profitability by cross-selling and leveraging internal and external centres of influence. - Managing, mentoring and developing direct reports and other team members within Private Banking. - Overseeing and collaborating with team members to proactively identify potential clients. - Achieving individual performance and development goals aligned with departmental objectives and budgets. - Visiting client sites, authoring and delivering presentations and representing the Bank at various formal business functions. - Maintaining in-depth knowledge of the banking industry and Butterfield products and services. - Maintaining an understanding of world affairs economic, business and other relevant matters. - Representing the Bank in various business, social and community setting with a view to enhancing relationships with HNW clients. - Any other duties and projects as assigned

Requirements

15 years of progressive experience in managing relationships with high-net-worth client portfolios. University Degree and financial professional qualification (TEP, CFA, CFP) preferred. Excellent understanding of banking products, particularly cash and asset management, investments, deposits, trust and custody services, estate planning and credit. Strong sales and service orientation with proven negotiation and business development skills, combined with an ability to close new business and manage relationships. Ability to identify client needs, propose financial services solutions and experience in preparing financial plans. Proven ability to manage employees. Strong personal commitment to the client and to corporate objectives. Ability to identify complex opportunities, and interpret and present information clearly and accurately both verbally and in writing. Proficient in Microsoft Office suite of applications.

Salary

Not specified

Benefits

Not specified

Butt

Contact InfoButterfieldNo contact information available

Application DeadlineJul 25, 2025

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