Associate Banker - Private Bank - Remote

Overview

The Associate Banker is a strategic professional responsible for providing complete service support to clients, assisting Bankers in various tasks, and contributing to revenue growth through effective client relationship management.

In Short

• Provide complete service support to clients, solving complex inquiries.
• Assist Bankers with documentation for account management.
• Organize client/prospect meetings and maintain records.
• Help in profiling and converting prospects into clients.
• Support in creating sales and marketing strategies.
• Conduct research to generate leads and develop prospects.
• Ensure compliance with KYC/AML regulations.
• Track revenue and deal pipeline reports.
• Demonstrate strong relationship management skills.
• Act as a mentor to new recruits.

Requirements

• 6-10 years of experience in finance.
• Knowledge of investments and banking products.
• Ability to manage internal and external relationships.
• Strong multi-tasking abilities.
• Bachelor's degree required, Master's preferred.

Benefits

• Equal opportunity employer.
• Consideration for candidates without regard to protected characteristics.