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.
Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.
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 position, you must have strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service.
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.