Wealth Management Banker (San Jose) - Silicon Valley

1476 views since posting on Friday, January 21, 2011
Type: Full Time
Provides deposit and credit expertise and advice to affluent clients in support of the Financial Advisor and client relationship. Must demonstrate comprehensive financial planning capabilities through assessing needs, identifying opportunities, and recommending financial solutions. The primary focus of the Banker is to be a team player with multiple virtual teams that includes Financial Advisory Team, Support and Product Partners. The Banker will enable a consistent, high touch client experience that opens to clients the full breadth of banking products and the value of Bank. The Banker will focus on product partnership with the goal of educating and coaching a Financial Advisor on the wealth management banking value proposition and effectiveness in offering debt and liquidity solutions.


Work Experience Required:

* Five years experience in either banking/credit or investments/securities arenas

For details, please find job posting:

www.investmentbankcareer.com/iba....php

Posted by Anonymous

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