expert financial strategist - Moncton - beBeeWealth

    beBeeWealth
    beBeeWealth Moncton

    2 days ago

    Full time

    Job title: Private Banking Advisor

    Description

    We are seeking a highly skilled and experienced professional to join our team as a Private Banking Advisor. In this role, you will be responsible for managing and growing a portfolio of cash management, lending and investment products and services.

    Key Responsibilities

    • Building relationships with high net worth clients to understand their financial needs and goals;
    • Developing tailored solutions to meet the client's specific requirements;
    • Maintaining accurate records of client interactions and transactions;
    ,
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