This role is designed for an entrepreneurial and relationship-driven professional with strong expertise in wealth management and a proven ability to develop and manage high-net-worth client relationships. You will combine business development, investment advisory, and relationship management skills to provide a holistic approach covering investments, lending, wealth structuring, and banking services. * Advise clients on investments, asset allocation, portfolio construction, financing solutions, and broader wealth planning topics * Act as the primary point of contact for clients regarding financial and investment matters * Work closely with internal across investments, credit, wealth planning, and trust services * investment management * Access to top-tier investment and wealth management expertise
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