Hybrid Private Wealth Management Associate - Client-Focused
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-05-31
Listing for:
Itlearn360
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Itlearn
360 is looking for a Private Wealth Management Associate (PWM Universal Assistant) to serve as the primary contact for clients in Naples, Florida. This role involves managing client interactions, transactions, and ensuring compliance to enhance satisfaction and relationships.
The ideal candidate will have a Bachelor's degree and at least five years of experience in a related field. They should possess excellent communication skills and a solid understanding of banking products and procedures. The position offers a hybrid schedule, requiring in-office presence three days per week.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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