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The Carvir Group, Inc.

Lincoln, Nebraska

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Princeton University

Princeton, New Jersey

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NRUCFC

Dulles, Virginia

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Bank of Canada

Ottawa, Ontario, Canada

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Clinton Savings Bank

Clinton, Massachusetts

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Needham Bank

Needham, Massachusetts

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Private Banking Relationship Manager
Exciting opportunity within both Private Bank and Family Offices. Key Responsibilities of Private Bankers Includes Offer financial and investment advice to the clients after assessing their requirements Prospect new clients and secure new relationships, meeting the assigned targets and profitability Handle day-to-day service requests of assigned clients Supervise the execution of client's transactions and ensure minimal errors Gather market insights, research, and product intelligence in order to best serve the interests of clients Ensure that all transactions comply with applicable regulatory framework/guidelines and the group's policies and procedures are properly adhered to Serve


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