U.S. Private Bank - National Client Banker - Associate
On-site · Phoenix, Arizona, United States
Job Summary
As a National Client Banker, Associate, you will advise families on building, preserving and managing their wealth in partnership with local coverage markets, leveraging investments, financial planning, credit and banking to deliver holistic balance-sheet solutions and exceptional client experiences. You will manage a large client book, generate referrals, partner with internal specialists to provide interdisciplinary expertise, connect clients across all lines of business, and ensure solutions align with clients' short- to long-term goals while adhering to risk, regulatory guidelines and security measures.
Required Qualifications
- Three plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
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