• Act as a consultative and trusted advisor to the high net worth market segment.• Conduct discovery meetings, prepare presentations, follow up on client contacts and implement solutions through delivery of comprehensive Bank products and services in alignment with client needs.• Develop and maintain client portfolios.• Provide complex and sophisticated advice and solutions based on sound financial principles leveraging considerable resources and expertise. • Analyze and respond… Show more • Act as a consultative and trusted advisor to the high net worth market segment.• Conduct discovery meetings, prepare presentations, follow up on client contacts and implement solutions through delivery of comprehensive Bank products and services in alignment with client needs.• Develop and maintain client portfolios.• Provide complex and sophisticated advice and solutions based on sound financial principles leveraging considerable resources and expertise. • Analyze and respond to client’s personal comprehensive and complex wealth management needs, including resolving problems clients may experience and ensure proper handling of service requests, balancing risk and opportunity.• Consistently align client with appropriate channels to provide an exceptional service experience.Wills, trusts, foundations, and wealth planning strategies have legal, tax, accounting and other implications. Clients should consult their legal, tax, accounting and other advisers.Investment management services offered by MUFG Union Bank, N.A., in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, a registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. California State Insurance License #0817733. Non-deposit investment products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers.NMLS #1681696Equal Housing Lender Show less