Robert Yi
Assistant Vice President & Relationship Manager | Wealth Management & Advisory Services
- Role
- Assistant Vice President & Relationship Manager, Wealth Management & Advisory Services at Washington Trust Bank
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Robert Yi
As a Wealth Management & Advisory Services Relationship Manager, I work with the teams responsible for providing comprehensive wealth management strategies tailored to clients\' specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services and Wealth Planning. It is a privilege to be able to take the time to understand clients\' unique needs and work with a team of specialists - often working closely with other client advisors, such as attorneys and accountants - to provide services that help clients work toward their goals.I have been in the banking and financial services industry for over 14 years.
Experience
Assistant Vice President & Relationship Manager, Wealth Management & Advisory Services
Jan 2023 — Present · Seattle, WA, US
Seattle, Washington, United States
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