Found Description
*CLIENT MANAGER*
WHAT IS THE OPPORTUNITY?
Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned. Must be in good standing under The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Support Private Banker in all areas of new business development...
WHAT IS THE OPPORTUNITY?
Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned. Must be in good standing under The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Support Private Banker in all areas of new business development...