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Senior leader responsible for global client onboarding, KYC/AML, client lifecycle and reference data enablement, operating model and technology transformations. Lead 100+ professionals, manage operating budget, drive vendor selection and controls, liaise with audit/regulators, identify risks and efficiency opportunities, and align enablement priorities with Capital Markets business strategy.

As a Wealth Advisor II, manage relationships with high-net-worth clients, delivering integrated wealth management solutions, driving business growth, and ensuring adherence to financial regulations. Lead client reviews, assess financial needs, and collaborate with teams to provide tailored services, fostering deep client relationships and achieving strategic financial goals.

Provide financial and investment planning and managed-product advice to clients, drive new asset and fee-based sales, implement business development strategies, produce analysis and reports, support strategic initiatives and change management, coordinate with relationship teams and referrals, and ensure compliance with risk and regulatory policies to protect client assets.

The Financial Advisor provides financial and investment planning and advice, implements business development strategies, and collaborates with team members to meet client needs and achieve sales targets.

The Financial Advisor role involves providing financial and investment planning solutions, achieving sales targets, managing client relationships, and advising on banking products and services. Responsibilities include business development, collaborating with team members, and ensuring compliance with regulations.

Provide financial and investment planning and advice, sell managed and fee-based products, develop business, generate referrals, collaborate with relationship teams, track performance, produce reports and dashboards, ensure compliance, and support strategic initiatives and client experience improvements.

Serve as primary relationship manager for HNW/UHNW clients, delivering integrated wealth management across banking, lending, investments and financial planning. Drive business development, coordinate multi-disciplinary teams, produce client reports and plans, manage risk and compliance, and lead strategic initiatives to grow client relationships and wallet share.

Serve as primary relationship manager for HNW and UHNW clients, delivering integrated wealth management: credit and lending, investment portfolios, and holistic financial planning. Drive business development, coordinate specialist teams, produce client reports, ensure regulatory and risk compliance, and lead client reviews to retain and grow assets.

Provide consultative sales and relationship management for treasury management and payment solutions to commercial clients. Manage sales inquiries, guide implementations, ensure regulatory compliance, analyze client data for customized solutions, support internal stakeholders, and build long-term client relationships to optimize cash flow and working capital.

Provide financial and investment planning and fee-based advice, sell managed products, acquire new clients through business development, collaborate with relationship managers, produce reports and dashboards, support strategic initiatives, ensure compliance and risk management, coach team members, and integrate solutions across banking products to enhance client experience and achieve sales targets.