Job Description
Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
+ Assists / oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs.
+ Directly manages a limited number of investment accounts.
+ Develops and implements customer contact schedule.
+ Develops an overall understanding of assigned client’s investment strategy to best serve the customer.
+ Provides general investment support to assigned accounts.
+ Develops an understanding of the Bank’s investment strategy and philosophy and is effectively communicates this to clients and prospects.
+ Supports the execu...
+ Assists / oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs.
+ Directly manages a limited number of investment accounts.
+ Develops and implements customer contact schedule.
+ Develops an overall understanding of assigned client’s investment strategy to best serve the customer.
+ Provides general investment support to assigned accounts.
+ Develops an understanding of the Bank’s investment strategy and philosophy and is effectively communicates this to clients and prospects.
+ Supports the execu...
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