Private Bank Senior Associate

Execute tasks and complete client requests for complex high-net-worth accounts with minimal oversight. Manage risk, identify opportunities, and coordinate with specialists including trust, family office, and custody officers to deliver integrated service experiences. Handle basic credit and complex banking requests, monitor account openings and asset transfers, and resolve client issues effectively. Proactively review the book of business for relationship deepening opportunities while adhering to the Private Bank risk framework and regulatory requirements. Develop and maintain client relationships focused on long-term portfolio retention and growth. Improve processes, procedures, and technology to enhance client experience and increase efficiency.