U.S Private Bank - Private Banker, Senior Associate
Core
Support a Senior Banker in managing books of business, driving new client acquisition and retention, and delivering wealth management solutions including investments, banking, and trust services.
Role type
Senior Associate Private Banker (IC)
Builds
Wealth management solutions (asset allocation, managed portfolios, brokerage accounts, deposit/loan solutions, trust and estate products)
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Sales/origination experience, Business acumen, Pitch book creation, Client hierarchy and pipeline management, Investment product knowledge, Trust and estate product knowledge
Preferred skills
MBA, JD, CFA, CFP, Wealth planning software mastery (Planning Station, WA models, MAPS/CHART)
Technologies
Planning Station, WA models, MAPS/CHART
Responsibilities
Provide leverage to Senior Banker on daily client priorities, Support sales process and client management, Assist in sale of investments and trust services, Identify wealth planning opportunities
Seniority
Mid-level IC (Senior Associate)