Senior Associate Private Banking 50-60 chars
Overview
Lead private banking services for complex clients with autonomy. Drive client satisfaction and portfolio growth. Foster inclusive culture. Shape integrated service experience. Differentiate through ownership and strategic insights.
What You'll Do6
- 1Manage personal and non-personal banking credit and investment product requests to meet Private Bank standards
- 2Coordinate with trust family office investments custody officers and service centers for seamless client solutions
- 3Identify relationship deepening opportunities through proactive book reviews and partner engagement
- 4Follow Private Bank and Enterprise risk frameworks while servicing accounts and portfolios
- 5Develop client relationships focused on long-term portfolio retention and expansion
- 6Improve processes and technology to enhance client experience and operational efficiency
Requirements6
- 1Minimum 4 years financial institution experience in high net worth client service and sales
- 2Bachelor’s degree in Business Finance or Economics
- 3High School Diploma or equivalent
- 45+ years experience with credit and investment products
- 5Strong attention to detail and written communication skills
- 6Proven ability to prioritize tasks and manage multiple client needs effectively
Salary Insight
$62 - $100k per year
Location
Required Skills
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