Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals
Job Summary
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals.
Ensures delivery and execution of Private Bank experience and client service standards, while being responsible and accountable for risk.
The Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Matching Summary
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals.
Skills & Requirements
Must-have
trusted advisor to clients
coordinate team of specialists
deliver Private Bank experience
consultative and advice driven sales
client relationship management
resolve client problems effectively
Nice-to-have
openly exchanging ideas and opinions
drive positive customer experience
continual drive to results
build relationships based on added value
Key Requirements
Bachelors degree or equivalent work experience
CFP, CFA, or CPWA certification preferred
Juris Doctorate (JD) and/or CPA accepted
Appropriate state life and Health insurance licenses
Minimum of eight (8) years sales/client service experience