Senior Private Banking Client Advisor
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Morgan is seeking a Vice President, Client Advisor in our Spanish private banking team.
You will lead new client acquisition and retention, leveraging investments, banking, trust services and financial planning to deliver a complete wealth management solution. xghoner
As a self-starter with a proven track record, you will manage relationships, earn trust, understand client needs, provide targeted advice and coordinate with internal specialists to deliver holistic, long-term results.