U.S. Private Bank - Private Banker - Associate
On-site · Fort Lauderdale, Florida, United States
Job Summary
Provide private banking advisory to high-net-worth families within the U.S. Private Bank; manage client relationships, earn trust, understand client needs, and deliver targeted advice. Generate new assets through existing clients and new client acquisition; advise on balance sheet, asset allocation, investments, wealth planning, credit and banking; collaborate with internal specialists; connect clients across lines of business; ensure solutions meet short- to long-term goals through holistic goals-based planning.
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 for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience and works tirelessly on the client’s behalf
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