The Bank Lending Products and Distribution group is seeking a high potential Ultra High Net Worth Senior Banker who will consider the financial needs of the client and recommend bank lending solutions to Schwab’s Wealth Advisors and their Ultra High Net Worth (UHNW) clients. Bank lending products include residential mortgages, home equity lines of credit, and securities based lending. Schwab Bank also offers trust services and deposit products including checking and savings accounts. The UHNW Senior Banker will be responsible for serving clients with $10MM+ in assets, and will work closely with partners across the Bank including the Bank Sales Team, Bank Credit Team, Pledged Asset Line Support Team, Mortgage Concierge Team and Trust and Deposit service teams to develop solutions and recommendations meeting the unique needs of UHNW clients. This role encompasses internal marketing such as office visits and client meetings as requested by Wealth Advisors and their UHNW clients. The UHNW Senior Banker will also coordinate with UHNW clients’ accountants, attorneys or other professionals as needed.
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