Senior Private Wealth AdvisorCIBC • Newport Beach, CA, United States
Senior Private Wealth Advisor
CIBC • Newport Beach, CA, United States
1 day ago
Job type
- Full-time
Job description
Une banque relationnelle moderne à Newport Beach recherche un conseiller principal en gestion privée de patrimoine. Vous serez responsable de la gestion efficace d'un portefeuille de produits et de services financiers, tout en acquérant de nouveaux clients à valeur nette élevée. Le candidat idéal doit avoir de l'expérience en planification financière, une solide connaissance des produits bancaires, et une forte capacité à établir des relations durables.
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Senior Wealth Advisor • Newport Beach, CA, United States
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