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.
In this role, you will manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
In this role, you will be responsible for
manages team performance, holding all members accountable for achieving results using appropriate protocols and best business practices; monitors ongoing performance metrics to ensure early intervention and effective corrective action.
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.
In this role, you will monitor performance of the assigned account portfolio under his/her functional supervision within prescribed credit limits and with appropriate consulting and oversight by senior management.
In this role, you will be responsible for monitoring quarterly touches, trigger compliance and covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement.