Provide day‑to‑day leverage to the Senior Banker on client priorities, including relationship maintenance, handling client inquiries, and overseeing daily account operations.
Support the Senior Banker throughout the sales cycle and ongoing client management: review and prepare pitch books, coordinate information, communicate with clients, and execute on client needs.
Partner with the Senior Banker to facilitate the sale of investments, banking, and trust services, including asset allocation for structured and managed portfolios, brokerage accounts, portfolio reviews, deposit and lending solutions, basic trust and estate products, and identification of wealth planning opportunities.
Work closely with Investors to propose, deliver, and execute client solutions, and identify new business opportunities with the Senior Banker.
Provide regular market updates, portfolio performance reviews, and investment opportunit...