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Advise and grow relationships with High and Ultra High Net Worth clients through holistic wealth, estate planning, investments, banking, credit, insurance, and fiduciary services. Identify, close, and deepen client relationships using internal and external referrals, working with a specialist team. Maintain required regulatory registrations and complete background/credit checks. Drive business development, profile clients, and deliver customized strategies to retain and expand assets under management.

Provide executive-level administrative support to the EVP of HR Advisory Services: manage complex calendars, expense reports, travel, meetings, and presentations; coordinate cross-functional teams; support highly visible projects including data work; and assist with program management and team coordination while maintaining confidentiality.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture solutions, deliver investment research and due diligence, partner with wealth team on trust administration and private banking needs, and develop new business while maintaining client relationships.

Provide consultative financial solutions and relationship management for small businesses ($500K–$2.5M revenue). Prospect and deepen client relationships through outside sales, account openings, product referrals, and collaboration with internal partners to meet revenue and growth targets while servicing customer accounts.

Client-facing FX sales role executing spot, forward and options trades, managing order flow and trade queries, analyzing FX markets and macro trends, developing presentations and risk mitigation strategies, coordinating with relationship bankers and operations teams, and supporting desk operations to maintain strong client relationships.

Developing financial advisor role partnering with a senior advisor to assess clientsfinancial goals, analyze financial positions, recommend customized investment products, perform due diligence for lower-segment clients, learn securities industry and compliance requirements, and engage in business development and promotional activities.

Advise affluent clients by collecting financial information, assessing needs, recommending suitable investment and insurance solutions, constructing tailored portfolios, delivering market and investment research, and partnering with internal specialists to grow client relationships and referrals.

Meet with affluent clients to gather financial information, assess needs, recommend suitable investment and insurance products, construct tailored portfolios, deliver market and investment research, and coordinate with bank channels for comprehensive wealth management services.

Manage a portfolio of corporate banking credit relationships in the energy sector: underwrite credit exposures, grow and retain client relationships, expand business, manage credit risk, support relationship managers, respond to customer credit questions, and participate in sales calls.

Supervise a small team of Mortgage Loan Originators, oversee daily loan origination activities, ensure timely documentation for processing/underwriting/closing, meet annual loan volume goals, develop referral relationships, recruit and retain staff, and maintain mortgage industry knowledge and regulatory compliance (NMLS/SAFE Act/Reg Z).