Operational Duties :
* Provide investment advices based on the Bank investment product and service offerings.
* Manage extensive interaction with the Bank Private Customers, treasury managers, risk managers, marketers, salespeople and senior management.
* Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex customer relationships.
* Manages customer portfolios within department or customer investment policy guidelines and established investment objectives, including; Meet with customers to review current portfolio, strategy, performance, etc.
* Identify opportunities to cross sell additional financial services to existing and prospective customers. Generally, incumbent works independently.
* Manages a significant portfolio of accounts that includes the largest and most complex accounts of the Department.
* Develops new business existing and/or new customers through the identification of cross-sale opportunities for other Wealth Management products and services;
* Work with customers to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives.
Easy Apply