Ascent Associate Director, Banking
Hybrid · United States
Core
Develop, manage, and retain full-service relationships with Ascent private banking clients, providing advice and counsel to meet their financial needs.
Role type
Associate Director, Private Banking
Builds
Full-service private banking client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, wealth management experience, knowledge of investments and trusts, compliance with banking regulations
Preferred skills
Sales, networking, new business development, analytical skills, independent decision making
Responsibilities
Provide high-level customer service and advice to private banking clients, manage net portfolio ensuring compliance, support soliciting and developing client relationships, ensure consistent client experience across the Ascent team
Seniority
Senior, hands-on IC