Private Bank Wealth Advisor III - Mount Pleasant, South Carolina
On-site · United States
Core
Primary client relationship manager developing, delivering, and managing high-net-worth clients' Wealth Plans.
Role type
Private Bank Wealth Advisor
Builds
Wealth Plans, loans, and deposits for high-net-worth clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
relationship management, business acquisition, compliance knowledge, complex relationship handling
Preferred skills
securities and life insurance licenses, demonstrated success with high net worth clients, multi-tasking
Technologies
N/A
Responsibilities
Build relationships with existing and new clients, self-acquire new business, provide legendary client service, coordinate specialists to fulfill client plans, work with moderate to high complexity relationships
Seniority
Mid-Senior level (5+ years experience)