Bank of the West has hired senior marketing executive Brian Katz to head up the Wealth Management Group’s newly created Banking and Sales Strategy unit.

As head of the new team, Katz will be responsible for developing deposit and loan products tailored to the needs of the Wealth Management Group’s affluent and high-net-worth clients. His team will also include “dedicated private mortgage bankers and credit specialists to support the delivery of loan products,” the company said in a statement. 

His appointment comes on the heels of the bank’s new service approach adopted earlier in the year to deliver broader wealth management services to high-net-worth clients.

The new approach gravitates around relationship managers who, as clients’ central contacts, bring in private mortgage bankers and other wealth management experts as needed.  As part of the revamped delivery of services, the bank also began opening new office centers in the bank’s key markets for the exclusive use of wealth management advisors and client relationship managers.

In addition, Katz will be responsible for the group’s marketing, sales management, client experience, complimentary sales and service channel development, and fiduciary-related technology and operations, the company said. 

“As our client needs are changing and becoming more complex, we’re making sure we continue to grow and adapt our business to deliver the advisory-based relationships, comprehensive range of solutions and personalized service that affluent and high-net-worth individuals want from their advisor,” John Bahnken, head of the bank’s Wealth Management Group and senior executive vice president, said in a statement. 

Katz joins Bank of the West after serving in high-level marketing positions at companies such as Aegon, UBS and MetLife.

Margarida Correia writes for Bank Investment Consultant.



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