The role involves developing complex client relationships in healthcare, advising on financing options, and collaborating with internal teams to support business development. Leadership in strategy, client issue resolution, and relationship planning is crucial.

The Lead Wealth Management Banker advises high-net-worth clients on custom credit solutions, manages loan product delivery, and drives business development in Wealth & Investment Management.

This role involves managing and structuring custom credit solutions for high-net-worth clients, driving loan growth and collaboration with financial advisors, while presenting complex lending solutions for approval.