Our client in financial services is seeking a Private Banker to join their team! This role will manage the financial assets of high-net-worth individuals, providing comprehensive wealth management services. Develop and maintain relationships with clients, understanding their financial needs and goals to create customized wealth management strategies. Also identify new business opportunities and stay informed on market trends.
Key Responsibilities:
Requirements:
...Samuel A. Ramirez & Company, Inc. is a full service, Manhattan-based securities firm. Founded in 1971, Ramirez offers professional services focusing on Corporate Debt and Equity Underwriting, Banking, Institutional Brokerage, Wealth Management and Asset Management. Ramirez...
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