Senior Private Banker - HNI Segment

- Manage a private banking portfolio of individuals with high-net worth strategies, solutions, and advice that is customized to the client's needs.

- Develop and maintain client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service.

- Act as advisor, providing financial research and relevant information

- Generate leads and develop prospects, network to identify referrals to new clients/prospects

- Identify and execute on new business opportunities with existing clients

- Ensure all client inquiries and problems are handled effectively and resolved

- Develop tailor made long term solutions for clients

- Ensure clients are on-boarded appropriately including all required documentation is complete and accurate