layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Senior Private Wealth Strategist
Simmons Bank
Oklahoma City, OK; OK Oklahoma City 6301 Waterford Boulevard Suite 400
Source: Simmons Bank careers · View original posting
- Employment
- full time
Employer job description
From Simmons Bank's posting. “We” and “our” refer to the employer.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
This position ensures that Private Wealth accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager.
Essential Duties and Responsibilities
Maintains a high level of contact with major client relationships.
Medium to high level of complexity for the majority of accounts administered
Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships
Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
Ensures that the appropriate accountings are provided to necessary parties.