Jr. Private Banker

Jr. Private Banker duties include, but are not limited to, working on acquiring prospective clients, collaborating with the investment and advisory team, and meeting client’s expectations.

• Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs
• Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis
• Work collaboratively with the investment & advisory team, product experts and other business areas to maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients.
• Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner.
• Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight.
• Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis.
• Maintain required documentation of the book (W8, KYC updates etc.).
• Efficiently manage client communication, including business travel plans.
• Identify sources for prospects, defining a methodology to maximize client acquisition efforts.
• Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures

• Bachelor’s degree in business administration or related field
• Demonstrated knowledge of private banking investments, products and services
• Superior sales and relationship management skills
• Outstanding analytical and organizational skills
• Exceptional interpersonal and influence management capabilities
• Superb oral & written communication skills
• Ability to work well with multiple teams