Develops and manages relationships with high-net-worth clients, identifies financial needs, recommends suitable investment products, builds a book of business, prospects for clients, services accounts, documents interactions in Salesforce, and completes required training and compliance activities. The role includes mentorship, comprehensive wealth planning, business development, client presentations, referrals to specialists, and performance-based goals.

Supports Treasury Sales Officers in managing and expanding commercial client portfolios. Responsibilities include sales process coordination, client and prospect research, pipeline and profitability reporting, pricing analysis, onboarding and KYC coordination, proposal and pitchbook preparation, client implementation, relationship deepening, and service issue escalation. The role partners with product specialists and internal teams to develop customized treasury management solutions and revenue growth strategies.