薪水
面議
工作描述
You will work with our team of advisors and specialists to bring in new clients and to serve existing ones and deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Working here means joining a collaborative, supportive team and we want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills.
Job Responsibilities
Develop innovative solutions while working in a fast-paced environment
Build relationships with a team of bankers, investment specialists, wealth advisors, and lending specialists
Join a team committed to building client relationships
Make meaningful contributions to our business with customized wealth management solutions
Work with a team of bankers, investment specialists, wealth advisors, and lending specialists
Use your diverse perspective to help us innovate the next wave of products and solutions for our clients
Required Qualifications, Capabilities, and Skills
Exceptional interpersonal, communication, analytical and problem-solving skills
Excellent organizational skills and ability to multitask
Genuine interest in financial markets and macro-level economic trends
Desire to ultimately work with external clients in a relationship building and sales capacity
Ability to thrive in a fast-paced, collaborative environment
Highly inquisitive, focused and pro-active
Good judgment and discretion when working with confidential information
Available to start full-time employment in 2025
職位要求
- 開發創新方案
- 建立客戶關係
- 貢獻客製方案
- 運用多元觀點
技能
人際
溝通
分析
金融