Wealth Management - Private Bank - Private Banker - Vp

Profile

Wealth Management – Private Bank – Banker – Vice President
The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Will drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect clients across all lines of business of firm. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security.

Company info

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