Wealth Management Advisor

Responsible for developing, managing and retaining a book of business of clients in the Intl and domestic market with a focus on the investment services side. The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with bank and trust officers, loan specialists, etc. to integrate solutions as necessary. Ensures high standards of service to customers to strengthen customer loyalty. Adheres to the Bank's BSA/AML, Compliance and Security Policies and Procedures. Responsibilities: WA-IC are high level professionals with experience in Finance/financial markets. They deliver personalized services to often sophisticated and wealthy clients and manage around 150-180 relationships with a focus on Investments. WA-IC develops new client business using internal network (bank business segments) and external knowledge of target market WA-IC will...

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