In this role, you will responsible, within a team environment, for developing, managing, and retaining full service Wealth Management relationships with high income/high net worth private banking clients.
Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customers.
In this role, the selected candidate engages new business by searching market for new contacts; researching active networks; diversifying opportunities; and becoming familiar with the clients business.
In this role, you will develop working relationships with a diverse group of business people and gains an understanding of the complex nature of the companys business. Maintain familiarity with the business plans.