- UMB Bank (Kansas City, MO)
- …manner best suited to the clients' goals and objectives. The **Investment Strategist II** works directly with our high-net-worth clients to create custom investment ... that typically have between $1-$5million in investable assets. Requires significant client retention skills and ability to support the new business development… more
- Regions Bank (Birmingham, AL)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory… more