The Wealth Private Banking Advisor is responsible for deepening client relationships by delivering banking, credit, and insurance solutions to high-net-worth individuals. They act as a primary point of contact for Financial Advisors to coordinate and implement customized financial strategies for clients with over $1MM in investments.
The Signature Investment Manager manages client relationships and portfolios by executing investment plans and providing financial guidance. They partner with fiduciary teammates to deliver proactive communication and ensure compliance with investment policies.
Resolves complex technical issues for network applications through diagnosis, root-cause analysis, and programming. Leads moderately complex projects and provides mentorship to less experienced teammates.
