Private Banking Relationship Manager
3 weeks ago
Location: On site, Plano, TX
Summary
Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing financial data and needs, and cross-selling products and services.
Key Responsibilities Include
- Maintains a client portfolio for the bank (
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