Title: Financial Advisor Senior Job Responsibilities: The Senior Financial Advisor (SFA) serves as the primary point of contact for Wealth Management within the assigned line of business, focusing on developing new business and maintaining relationships with affluent individuals and families in a...
Title: Private Banker Job Responsibilities: - Develop and manage relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure relationship profitability and portfolio...
Title: Senior Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior Director, Corporate Counsel will be part of the Legal Risk Sustainability Compliance (LRSC) Team and will act as in-house counsel dedicated to supporting the company's real estate investment funds. The...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced Planning is responsible for serving as a financial planning and estate planning expert for high-net-worth clients and their advisors at the company. The role involves delivering estate planning guidance and education...