Private Banking Role - Wealth Management

We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.

Wealth Manager Responsibilities:

- Advising clients on financial products and services.

- Buying and selling stock on behalf of the client.

- Managing investments.

- Conducting planning services.

- Providing tax planning services.

- Providing estate planning services.