Description
Become an Associate Banker focusing on wealth solutions for high-net-worth clients. Engage in a supportive role that combines training with client interactions in a prestigious banking sector.
This position is designed for individuals aspiring to develop into Private Bankers through an accelerated training program. You'll gain experience in providing tailored credit and banking solutions while directly interacting with high-value clients. Work collaboratively with a team to create effective wealth strategies that meet client goals.
Key Responsibilities:
• Direct retail prospects and facilitate client onboarding
• Provide high-touch service for HNW & UHNW clients
• Oversee banking transactions and simple credit solutions
• Conduct timely follow-ups to address client needs
• Collaborate on complex credit solutions with partners
Requirements:
• Relevant post-secondary degree preferred
• 2+ years experience in a similar role
• Completion of CIRE or IFIC exa...
This position is designed for individuals aspiring to develop into Private Bankers through an accelerated training program. You'll gain experience in providing tailored credit and banking solutions while directly interacting with high-value clients. Work collaboratively with a team to create effective wealth strategies that meet client goals.
Key Responsibilities:
• Direct retail prospects and facilitate client onboarding
• Provide high-touch service for HNW & UHNW clients
• Oversee banking transactions and simple credit solutions
• Conduct timely follow-ups to address client needs
• Collaborate on complex credit solutions with partners
Requirements:
• Relevant post-secondary degree preferred
• 2+ years experience in a similar role
• Completion of CIRE or IFIC exa...
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