Job Description
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In this role, you will:
Achieve Revenue & Sales targets for assigned geographical region(s). Grow assets under management by obtaining referrals for new clients from internal partners, and external COIs.Grow the UHNW practices by supporting the delivery of comprehensive solutions (ie new products and strategies) to existing Bank clientsPartner with internal stakeholders to protect revenue lines associated with established UHNW relationships Support for Key Clients and Transactions: Coordinate communication and ongoing contact with specified clientsSubject Matter Experts to support the execution of individual client engagementsAssist / oversee the development and delivery of client acquisition strategies including client research, data preparation, marketing materials and presentationsAssist / lead client presentations/meetingsSupport the Man...