U.S. Private Bank - Private Banker - Vice President or Executive Director
Updated: May 14
Pasadena
0
0mi
Job Abstract
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to prov...
Search Terms: Private, Director, Vice President, Banker, Executive