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Senior Wealth Management Banker - Requisition #: 141708BR-521847 - (Beachwood, OH)

Job Reference # 141708BR Business Divisions Wealth Management Americas Your role Are you driven by the desire to deliver exceptional client service? Do you know banking and lending products front to back? Are you interested in helping meet the needs of high net worth and ultra-high net worth clients? We're looking for someone like that who can: ??? build and maintain trustworthy relationships with Financial Advisors, key branch personnel and clients ??? promote banking and lending capabilities through branch education, consultation with advisors and guidance to clients ??? partner with other field sales and marketing groups to provide expert content to the branch network and internal sales partners ??? review and analyze origination pipelines, especially mortgage pipelines, of assigned branches and identify ways to improve processes


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Posted in Beachwood, OH, Accounting & Finance
From FinancialJobsWeb - 1 month ago