About
Robert Yi is an assistant vice president and relationship manager for Washington Trust Bank’s Wealth Management & Advisory Services team, working with clients in western Washington.
Robert has been in the financial services industry for more than 15 years, beginning in customer service before becoming a relationship manager and specializing in wealth management. Robert’s experience spans from retail banking, operations, management, customer satisfaction, investments and wealth management. He specializes in investment banking, personal banking, portfolio management and risk management.
Robert is passionate about adding value and simplifying his clients’ everyday lives. He delivers a highly personalized approach, working collaboratively with existing and prospective clients alongside their legal and tax advisors to ensure their goals are achieved.
Advisory Expertise
- Relationship Management
- Trust and Estate Administration
