Job Description
**At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.**
**Summary of the Job:**
FNBO Wealth is hiring a Private Client Manager to support the Team Led advisory team including Ultra High Net Worth customers with daily customer servicing needs for long term planning. A Private Client Manager will work closely with the Private Wealth Advisor and other team members to support the delivery of advice, guidance and solutions to individuals to create and maintain financial wellbeing around their long-term life goals. The Private Client Manager will support Advisory teams for customers with comprehensive investment needs.
**About This Role:**
Manage the daily servicing needs for an assigned customer portfolio in order to support the Advisory team in identifying customer needs and delivering solutions.
Anticipat...
**Summary of the Job:**
FNBO Wealth is hiring a Private Client Manager to support the Team Led advisory team including Ultra High Net Worth customers with daily customer servicing needs for long term planning. A Private Client Manager will work closely with the Private Wealth Advisor and other team members to support the delivery of advice, guidance and solutions to individuals to create and maintain financial wellbeing around their long-term life goals. The Private Client Manager will support Advisory teams for customers with comprehensive investment needs.
**About This Role:**
Manage the daily servicing needs for an assigned customer portfolio in order to support the Advisory team in identifying customer needs and delivering solutions.
Anticipat...