Job Description
Job Summary
As an Executive Director, Client Advisor in the Spanish private banking team, you will lead new client acquisition and retention, leveraging a broad knowledge of investments, banking, trust services and financial planning. You will also be responsible for the client experience and will engage resources to deliver a complete wealth management solution.
Job Responsibilities
- Generate business results and acquire new assets, both from the existing client base and via new client acquisition.
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
- Understand client goals and objectives to develop and implement investment plans on their overall balance sheet, including holistic asset allocation, portfolio construction and tactical as...