Private Bank - Banker Associate job in Washington, DC| Recruit Arrow
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Friday, April 26, 2024
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Title
Private Bank - Banker Associate
Location : District of Columbia, Washington
Refer job # TBDR339460
 
Job Responsibilities and Requirements: 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 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) Position Requirements: Bachelors degree required Sales/originator capabilities Series 7 & 63 required for position.
 
 
 
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