Associate Private Banker - Assistant Vice President
Core
Provide product and service support for Private Bankers and Advisors to assess opportunities and deliver cash management and lending solutions for 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, financial needs analysis, marketing campaign support, cross-functional collaboration
Preferred skills
Investment or commercial banking experience, securities industry registration
Technologies
Word, Excel, PowerPoint
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/solutions; 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 FAs and branch staff.
Seniority
Mid-level, hands-on IC