Responsible for growing and maintaining relationships with mass affluent clients by understanding their financial needs and driving new business opportunities while strengthening existing accounts.
Key Duties
- Identify client goals and financial requirements; match clients with appropriate banking and investment solutions.
- Generate and develop new business and deepen current relationships through ongoing advisory engagement.
- Coordinate with financial advisors and internal partners to deliver tailored recommendations.
- Provide responsive, high-quality client service and support.
- Manage and monitor portfolio risk to support sound investment outcomes.
Qualifications & Skills
- Strong client relationship management and consultative sales skills.
- Sound understanding of banking, investments, and portfolio risk principles.
- Ability to collaborate effectively with advisors and cross-functional partners.
- Excellent communication and responsiveness to client needs.
Client Banker - Wealth Management in annapolis at Unknown Company
This position is listed as full time and onsite.