Wealth Management Private Banker
: Job Details :

Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice. Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs. Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets. Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners. Community Engagement: Actively participate in community events to enhance visibility and attract new prospects. Compliance: Ensure adherence to all compliance training and regulatory requirements. What We're Looking For:Experience:5 years in private banking and/or wealth management. Strong understanding of wealth management and planning concepts. Expertise in consumer and...Management, Wealth, Banker, Private, Client Advisor