Wealth Management Officer

2 weeks ago


El Paso, United States NPAworldwide Full time

As a Wealth Management Officer, you will be responsible for ensuring client satisfaction by prioritizing their needs. You will oversee the administration of various accounts, including trust, estates, and investment management accounts, and manage estate settlements. You will explain investments to clients and collaborate with the assigned investment officer. Your role will also involve making presentations to foundations, endowments, and non-profit organizations, networking with Centers of Influence, participating in new business development, and mentoring less experienced employees.



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