Private Bank Client Relations Lead — Loan Origination

A leading financial institution in New York is seeking a Private Bank Client Relations Manager to oversee the credit portfolio and manage advisor relationships. The ideal candidate will have over 3 years in specialty lending and will work closely with wealth advisors to ensure optimal client experiences. This role plays a critical part in migrating existing loans to a new platform and addressing complex client inquiries. Excellent communication skills and a client-centric approach are essential for success. #J-18808-Ljbffr