Client Relationship Manager

Client Relationship Manager

Miami, FL

Full-time, On-site

Compensation: $120,000 to $140,000 annually, depending on experience

A banking organization in Miami, FL is seeking a polished, relationship-driven Client Relationship Manager to support and grow a portfolio of high-net-worth personal banking clients. This is an excellent opportunity for a banking professional who enjoys building trusted client relationships, coordinating complex banking services, and working in a highly professional, compliance-focused environment.

This role is ideal for someone with strong personal banking, private banking, or international banking experience who can balance client service, business development, operational follow-through, and regulatory responsibilities. The selected candidate will serve as a trusted point of contact for clients while also supporting team performance, service quality, and internal collaboration.

Responsibilities

• Manage, retain, and expand a portfolio of high-net-worth personal banking relationships.
• Deliver a high-touch client experience through proactive communication, timely follow-up, and professional service.
• Serve as a trusted banking resource for clients, helping coordinate solutions related to deposits, lending, treasury-related services, account maintenance, renewals, lines of credit, loans, and time deposits.
• Identify opportunities to deepen existing relationships and support business development through referrals, networking, prospect meetings, and relationship expansion.
• Provide day-to-day guidance and support to assigned personal banking staff to promote service quality, operational consistency, accountability, and timely workflow management.
• Assist with training, onboarding, mentoring, and knowledge-sharing for team members within the personal banking area.
• Coordinate account opening, account maintenance, client documentation, and banking service requests while ensuring accuracy and completeness.
• Review and validate client documentation related to CIP, CDD, KYC, beneficial ownership, periodic reviews, and other compliance requirements.
• Respond to compliance inquiries, transaction-monitoring alerts, profile exceptions, unusual activity reviews, and other matters requiring follow-up, resolution, or escalation.
• Partner with internal departments, operations, compliance, and head office personnel to support efficient execution of client transactions and banking activities.
• Escalate client, operational, documentation, or compliance matters to management when appropriate.
• Maintain accurate client records, documentation, interaction notes, and follow-up details within applicable systems.
• Support departmental goals, service standards, process improvements, and strategic initiatives as assigned by management.
• Travel occasionally, as needed, to meet with existing or prospective clients.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field preferred.
• 5 years of experience in personal banking, relationship management, private banking, international banking, or a related financial services role.
• Prior supervisory, team lead, or staff guidance experience within banking or financial services preferred.
• Strong understanding of banking operations, account management, client documentation, and relationship management practices.
• Knowledge of KYC, CIP, CDD, BSA/AML, beneficial ownership, and related regulatory requirements.
• Experience working with high-net-worth, international, or high-touch personal banking clients strongly preferred.
• Strong business development, client retention, and relationship-building skills.
• Excellent written and verbal communication skills with the ability to interact professionally with clients, internal teams, and senior stakeholders.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced banking environment.
• Bilingual English and Spanish preferred.
• Professional presence, discretion, confidentiality, and a strong commitment to client service excellence.

Benefits

• Competitive compensation from $120,000 to $140,000 annually, depending on experience.
• Medical, dental, and vision insurance.
• Retirement benefits and disability insurance.
• Competitive paid time off (PTO) and paid holidays.
• Opportunity to work with a respected international banking organization serving a sophisticated client base.
• Professional growth within a relationship-driven and compliance-focused banking environment.
• Exposure to personal banking, international banking, lending, deposits, treasury-related services, and high-net-worth client relationship management.

ttg Talent Solutions is an Equal Opportunity Employer and recruiting agency. We are committed to fostering an inclusive and diverse work environment and welcome applications from all qualified candidates regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status.

All offers of employment are contingent upon the successful completion of a background check and any additional screenings required by our client. We are dedicated to maintaining a professional, safe, and respectful workplace for all.

At ttg, “We believe in making a difference One Person at a Time,” ttg OPT.