| Type: | Full Time |
|---|
The Banker Associate assists Bankers in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.
· The Banker Associate's primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete wealth management solution
· This role provides leverage to the Banker on daily client priorities
· Ability to support Bankers during the sales process and ongoing client management. Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs
· Supports Banker on client hierarchy and pipeline management
· Develops understanding and assists Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Qualifications
· Coachable professional with good "business sense" and an energetic/dynamic personality
· Ability to work both independently and as a team player
· Excellent communication skills, both written and oral
· Strong analytical and quantitative skills
· Ability to multi-task and manage priorities effectively
· Ability to adapt to a rapidly changing business and technology environment
· Exceptional problem-solving skills
· Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
· Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
Qualifications
Position Requirements
· Bachelors degree required - MBA Preferred
· Sales/originator capabilities
· Series 7 & 63 required for position
For details, please find job posting:
www.investmentbankcareer.com
www.investmentbankcareer.com/iba....php
· The Banker Associate's primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete wealth management solution
· This role provides leverage to the Banker on daily client priorities
· Ability to support Bankers during the sales process and ongoing client management. Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs
· Supports Banker on client hierarchy and pipeline management
· Develops understanding and assists Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Qualifications
· Coachable professional with good "business sense" and an energetic/dynamic personality
· Ability to work both independently and as a team player
· Excellent communication skills, both written and oral
· Strong analytical and quantitative skills
· Ability to multi-task and manage priorities effectively
· Ability to adapt to a rapidly changing business and technology environment
· Exceptional problem-solving skills
· Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
· Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
Qualifications
Position Requirements
· Bachelors degree required - MBA Preferred
· Sales/originator capabilities
· Series 7 & 63 required for position
For details, please find job posting:
www.investmentbankcareer.com
www.investmentbankcareer.com/iba....php
