Purpose StatementThe Senior Private Client Advisor III is the first initial point of contact and the primary contact to Bank of the West's highest income/net worth clients portfolio with a focus on $15M+ ultra high net worth. The Wealth Management Advisor is responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice. Wealth Management Advisors are respons...
