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Provide financial guidance to prospects and clients, assist with investments and trading, resolve client issues, and achieve high client satisfaction.

Responsible for establishing price testing methodologies for complex portfolios, enhancing valuation controls, conducting technical analysis, and collaborating with stakeholders on valuation-related matters.

Provide comprehensive financial advice and customized solutions to clients, build financial plans, make referrals, and review investment goals.

The Market Client Relationship Manager leads service delivery in wealth management, manages teams, ensures compliance, and enhances client experiences. Responsibilities include driving business growth and managing operations effectively.

The Project Manager supports corporate change initiatives, manages project lifecycle from inception to implementation, and collaborates with various stakeholders to ensure successful execution and compliance with regulations.

The Investment Consultant II provides financial guidance to clients, manages trading needs, resolves client issues, and enhances client relationships through effective communication and support.

Responsible for acquiring new clients, managing relationships, and leading the client management process to achieve business development goals in private banking.

This role provides client service support to Financial Advisors, ensuring timely and accurate client communications and maintaining strong client relationships.

As a Financial Solutions Advisor, guide clients in financial matters by obtaining industry licenses and building relationships, with growth opportunities available.

Manage wealth management banking strategy, lead client service teams, ensure compliance, and drive business growth in alignment with company objectives.