Wealth Manager
Suncap Technology
Wealth Manager Opportunity In Private Banking
Our client is one of the nation's oldest and largest financial institutions, with over $200+ billion in assets is seeking a Wealth Manager for their high-net-worth clients. The ideal candidate will provide comprehensive, personalized financial services to affluent and high-net-worth individuals in NYC, Fla, Boston, Pittsburgh, and Detroit.
Responsibilities include:
- Collaborating with internal business partners to provide a broad range of wealth products and services.
- Offering financial planning, asset management, personal trust and estate planning, insurance, and other general banking services.
- Serving as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities.
- Acquiring the largest and most complex new client relationships and expanding services to existing clients.
Qualifications:
- Bachelor's degree in business, finance, economics, accounting, or related field.
- Experience in commercial banking, consumer banking, trust investment, wealth management, or related.
Vacancy posted 5 days ago
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