Gathering details
Loading data
Helps with client discovery and works with wealth management specialists to deepen and broaden relationships with existing clients. Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically 10 or more years of wealth management experience with high/ultra-high net worth clie
Preferred Skills/Experience - Strong relationship management and lending skills - Strong sales and new business development skills - Advanced knowledge of Private Wealth Management products and services - Expert knowledge of private banking products and services, including credit processes - Strong
As an Account Sales Representative, you'll play a critical role in driving growth, closing deals, and securing new business accounts with ease. Prior experience as an Account Sales Representative or similar client-facing roles. Your job as an Account Sales Representative will involve:.