Associate Private Banker - Assistant Vice President
Core
Provide product and service support for Private Bankers and Region Managers by assessing opportunities and delivering cash management and lending solutions to clients.
Role type
Associate Private Banker (Assistant Vice President)
Builds
Cash management and lending solutions for high-net-worth clients
Domain
Wealth Management / Private Banking
Required skills
Cash management and lending products knowledge, client service, business development, relationship building, marketing campaign development, financial needs analysis, software proficiency (Word, Excel, PowerPoint)
Preferred skills
Bachelor's degree, experience in investment/commercial/private banking
Responsibilities
Partner with Private Bankers to assess opportunities and provide suitable cash management and lending solutions, Provide FA and client support for Private Banking products and distribution, Establish reputation of execution and excellence with FAs and Private Bankers, Assist in developing and implementing marketing campaigns, Maintain marketing pipelines to meet revenue targets, Communicate new product and policy enhancements to staff
Seniority
Mid-level, hands-on IC