Junior Private Banker — Grow Portfolios & Clients
ReKruiting Advisors LLC.
Private Banker Junior, S7 Key Responsibilities Supportseniorbankersinmanagingandexpandingclientportfolios. Assistinprovidingtailoredfinancialadviceandinvestmentsolutions. Developadeepunderstandingofclients’financialgoalsandriskprofiles. Participateinbusinessdevelopmenteffortsbyidentifyingnewclientopportunitiesandcontributingtotheteamsgoals. Collaboratewithinternalteamstoensureaseamlessclientexperience. Qualifications Minimumof3yearsofexperienceinbanking,wealthmanagement,orfinancialadvisory. AdvancedSpanishproficiencyrequired(nativefluencynotnecessary). Series7licensepreferred;candidateswithrelevantexperienceasacommercialassistantmayapplyandobtainthelicenseafterhire. Stronginterpersonal,communication,andorganizationalskills. Proactive,ambitious,andeagertolearn. #J-18808-Ljbffr ReKruiting Advisors LLC.
Vacancy posted 1 day ago
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