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Geisinger
Danville, Pennsylvania
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Offshore Relationship Manager (Private Clients Segment)
Roles and Responsibilities Engage and prospect new offshore clients Understand the financial needs of clients and provide them holistic recommendations & solutions. Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients. Uphold the bank's customer service standards and comply with all compliance and regulation standards. Skill and Requirements Minimum Diploma required Minimum 6 years of wealth management experience Strong sales track record Strong under
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