Senior Private Wealth Strategist
Simmons Bank(2 days ago)
About this role
This role involves managing Private Wealth accounts, working closely with clients and their advisors to ensure proper administration and compliance. The position emphasizes client relationship management, collaboration with professionals, and maintaining regulatory standards in a wealth management environment.
Required Skills
- financial reports
- Legal Documents
- Client Relationship
- Account Administration
- Investment Management
- Wealth Management
- Microsoft Excel
- Legal Compliance
- Financial Planning
- Trust Administration
About Simmons Bank
simmonsbank.comFor more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.
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