Client Portfolio Management: High-value client management, tailoring financial solutions, and selling financial products. Responsibilities include achieving sales in loans, deposits, credit cards, and investment products through networking and referrals. Serve as the first point of contact for premium clients and build relationships.
Key Duties:
- Manage client interactions in CRM system
- Oversee new accounts and fund transfers
- Monitor client investments
- Ensure compliance with AML, KYC, and audit requirements
- Prepare financial reports for clients
- Collaborate and provide team leadership
- Mentor junior bankers
- Collaborate with internal teams
- Continuously improve service offerings and meet client expectations
Requirements:
Bachelor's degree in Accounting, Finance, or related field (or foreign equivalent) with minimum 1 year experience in financial management role.
Application Instructions:
Mail CV to: 8333 W Appleton Ave, Milwaukee, WI 52318.
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