Financial Advisor Assistant

Job description

Job Summary Partners with one or more Bankers to proactively grow and maintain all aspects of the client relationship while ensuring alignment with Wholesale Banking deposit gathering strategies. Provides a concierge experience and develops strong relationships with day-to-day contacts. Collaborates with internal partners including Treasury, Private Wealth and the Family Office to bring value to the client relationship. Ensures accurate execution of processes and serves as the knowledge center and central point of contact for Know Your Customer (KYC) and other regulatory requirements. Drives data integrity of client information source systems for accurate management and reporting of the overall client relationship. Manages deposit portfolio, provides account management and problem resolution to assigned high profile/high volume Wholesale Banking clients. Ensures client retention and proactive account management leading to client satisfaction, retention and additional revenue. Identifies and cross-sells products and services appropriately aligned to clients long-term financial needs. Job Duties and Responsibilities: The information on this description has been designed to indicate t...