Private Banking Associate, Private Wealth
Core
Supports the delivery of an exceptional customer experience to private banking clients by identifying needs, processing transactions, and collaborating with branch teams.
Role type
Private Banking Associate
Builds
Client relationships and service delivery for private banking clients
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
relationship selling, transaction processing, compliance adherence, data analysis, problem solving, influence
Preferred skills
knowledge of commercial entities and UHNW clients, creative solution proposal
Technologies
banking and investment systems
Responsibilities
Identify opportunities for expanding client relationships, prepare new business proposals, match client needs with appropriate products, act as key service contact, resolve client issues, liaise with external advisors, analyze data for insights, monitor overdraft and reporting, collect fees, implement policy changes, provide timely support to Private Bankers, adhere to regulations and risk guidelines.
Seniority
Mid-level, individual contributor