Wealth Management Banking Services
- Collaborated with service lines to define wealth targets and goals for clients.
- Collaborated closely with colleagues in order to identify solutions for complex issues related to wealth management.
- Assisted high profile customers with any account maintenance and questions they may have.
- Reviewed new legislation or regulations that may impact client's portfolios or strategies.
- Ensured compliance with all applicable regulatory requirements.
- Processing wire transfers ensuring regulatory requirements were met.