, Advisory, and/or Retail Lending experience) or one years’ experience in a financial client relationship manager role. 3... relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment...
delivery of strategies and capabilities including portfolio management, trust administration, investment advisory..., and insurance Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence Portfolio...
. Maintains ongoing contact with clients and promotes relationship enhancement opportunities through relationship managers..., banking and advisory services. 2. Utilizes business and personal contacts to identify prospective clients. 3. Researches...