Private Bank Associate – Investments
Seattle, Washington, United States of America
Full Time
3 hours ago
$28 - $40 USD
Visa Sponsor
Key skills
Sales
About this role
Role Overview
- Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products
- Partners with their team to coordinate with specialists
- Adheres to the Private Bank and Enterprise risk framework
Requirements
- Minimum of 1 year of experience with a financial institution focusing on client service and sales
- High net worth client service and sales experience desired
- BS/BA degree in Business, Finance or Economics desired
Benefits
- Discretionary incentive eligible
- This role is currently benefits eligible
- Industry-leading benefits
- Access to paid time off
- Resources and support to our employees