Hybrid Senior Wealth Relationship Manager
ocean bankDoral, FL
Hybrid Senior Wealth Relationship Manager
L5
ocean bankDoral, FL11 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCommercial BankingOcean Bank is seeking a VP, Relationship Manager in Wealth Management to grow and service a portfolio, deepening client relationships, and originating new business through referrals and prospecting. You will provide deposit, lending, investment, and insurance solutions while partnering with internal teams across Ocean Bank and its subsidiaries.
The role requires compliance with CIP, BSA/AML, KYC, and applicable bank policies.
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Level
SeniorL5
Location
Doral, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
11 days ago
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