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Client Advisor, Private Wealth Management

Company: SunTrust
Location: Cleveland
Posted on: May 21, 2018

Job Description:

Manages a portfolio of approximately 100-150 clients, with a mix of Core and Reserve clients . A higher percentage of clients would come from the Core client segment, defined as clients with total investable assets between $1-$5MM or individual annual client revenue $15K or greater.Serves as primary relationship advisor for clients and is responsible for developing and deepening client re...

Keywords: SunTrust, Akron, Client Advisor, Private Wealth Management, Executive, Cleveland, Ohio

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