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Wealth Management - Private Bank - Banker
Location
Miami, FL, United States
Posted on
Jul 24, 2021
Profile
Wealth Management - Private Bank - Banker
DUTIES: Responsible for the sale and implementation of investment, banking, and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Lending Advisor, Trust, and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients. Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists, and that accounts are properly maintained and serviced. Build trust with clients and effectively manage relationships. Ensure that the proposed products and services maximize the clients' needs, goals, and objectives. Provide guidance to junior staff
Company info
Sign Up Now - MiamiCrossing.com
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Bilingual experienced legal secretary
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Employer job 
90 Day Old Job 