This is my profileContact via CazVidEsther
Private Banking Associate
Contact
Competencies
Demonstrated experience with Korean.
Demonstrated experience with Spanish.
Demonstrated experience with Microsoft Excel.
Demonstrated experience with Microsoft Word.
Demonstrated experience with Microsoft PowerPoint.
Education
Languages
Summary
Professional profile
Experience
Private Banking Associate
Developed and managed portfolios of high net worth clients, resulting in the onboarding of more than 100 clients and over $4 billion in new assets to the Denver and Irvine Private Bank. Led and coordinated account opening processes from prospecting through to account funding, managing client relationships and overseeing documentation collection throughout client lifecycle with minimal supervision. Acted as the primary point of contact and leading the execution of client activities, onboardings, and operational servicing for all investment and banking accounts, ensuring efficient transitions and high levels of client satisfaction
Customer Relationship Advocate
Assisted clients with personal investing needs over the phone and online. Acted as liaison with internal departments to deliver exceptional customer service and timely resolution of service requests. Attended financial market lectures and analyzed market research to inform clients. Traded equity and fixed income securities with accuracy
Investment Advisor Associate
Coordinating client engagements and maintained strong, long-term relationships by collaborating closely with internal teams to ensure seamless communication and execution of client-related activities. Partnering with operations teams to develop operating plans, aligning financial strategies with business objectives. Spearheading proprietary and customized Request for Proposals, reports, models, performance reviews on complex client balance sheets to provide recommendations on tailored solutions. Managing high quality relationships with both internal and external partners, including advisors, compliance and operations teams, and third-party vendors, ensuring clear communication, timely resolution of issues and strategic refinement of processes. Supporting 6 financial advisors to provide banking, investment management, trust & estate planning, and lending services while managing their schedules. Proactively reaching out to clients on a weekly basis to cover any needs regarding service, money cashiering requests, scheduling meetings and quarterly calls