Min 7 yrs required
Asset Management - Private Bank - Banker
Duties: Accountable for identifying and developing client relationships within the high net worth market by acting as the brand ambassador. Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverages the specialists on their team (Investor, Capital Advisor, Wealth Advisor, Trust & Estate Advisor) in order to provide interdisciplinary expertise for ...