Industry: Finance / Banking
Employment Type: Part Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
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Full Job Description
Position: Private Bank Relationship Manager
Location: Tempe, Arizona
Company: Medtronic
About Us: Medtronic is a global leader in healthcare technology, committed to developing life-saving solutions for patients worldwide. With a heritage of innovation and dedication that spans several decades, we aim to improve patient outcomes through pioneering devices and therapies. Our Tempe, Arizona office is looking for a passionate and driven individual to join our finance team as a Private Bank Relationship Manager. This position offers a unique opportunity to blend financial expertise and client-focused service in a dynamic environment.
Job Summary:
The Private Bank Relationship Manager is responsible for managing and developing relationships with high-net-worth clients. This role encompasses various responsibilities, including portfolio management, financial advising, and delivering tailored banking solutions. As a cornerstone of our private banking services, you will provide clients with personalized attention and strategic advice that aligns with their financial goals.
Key Responsibilities:
- Build and maintain strong relationships with high-net-worth clients by understanding their financial needs and objectives.
- Create comprehensive financial plans that encompass investment strategy, tax considerations, and estate planning.
- Offer clients a range of private banking services, including lending solutions, investment management, and wealth Advisory.
- Monitor client portfolios and market conditions to ensure optimal performance and alignment with clients’ goals.
- Work closely with internal teams to deliver integrated financial solutions involving estate and legacy planning, tax optimization, and risk management.
- Conduct regular meetings to review clients’ financial plans and adjust strategies as necessary.
- Stay updated on industry trends, economic changes, and regulatory developments to provide informed recommendations.
- Represent Medtronic at client and community events to promote our services and enhance our brand presence.
Qualifications:
- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or advanced degree preferred.
- Minimum of 5 years of experience in private banking, wealth management, or a related financial services role.
- Comprehensive understanding of financial products, investment vehicles, and banking operations.
- Proven track record in managing high-net-worth client relationships.
- Exceptional communication and interpersonal skills with the ability to engage clients effectively.
- Strong analytical and problem-solving abilities with a detail-oriented approach.
- Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) is a plus.
Why Join Medtronic?
At Medtronic, we prioritize the well-being and development of our team members. Here are some of the benefits you can expect when you join us:
- Competitive salary and performance-based bonuses.
- Comprehensive health insurance plans including medical, dental, and vision coverage.
- Retirement plans with company match and financial planning resources.
- Generous paid time off and flexible working arrangements.
- Opportunities for professional development and continuous learning.
- Access to cutting-edge healthcare technology and innovations.
How to Apply:
If you are a motivated finance professional looking for a fulfilling career in private banking, then we invite you to private bank job online apply today! Join us in our mission to improve healthcare and provide exceptional financial services to our valued clients.
We are an equal-opportunity employer committed to diversity and inclusion in the workplace. We encourage applications from individuals of all backgrounds and experiences.
Conclusion:
Becoming a Private Bank Relationship Manager at Medtronic is not just a job; it’s a chance to make a difference in clients’ lives while shaping the future of healthcare financing. Join us and help us empower patients through innovative financial solutions!
