U.S. Private Bank - Private Banker - Associate
On-site · Greenwich, Connecticut, United States
Job Summary
Private Banker – Associate in the U.S. Private Bank who advises families on building, preserving and managing wealth. Responsible for earning trust, understanding client needs, providing targeted advice, and delivering an exceptional client experience while generating new assets and pursuing client acquisition. Partners with internal specialists to deliver interdisciplinary expertise, advises on balance sheets including asset allocation, investment management, wealth planning, credit and banking needs, and connects clients across all lines of business. The role requires a focus on the client experience and delivering holistic, goals-based solutions over the short, medium, and long term.
Required Qualifications
- Three plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree
- Series 7 license
- Series 66 license
- Insurance license
- ability to obtain licenses within 90 days of start date
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