Some other responsibilities may include (not are not limited) too:
- Responding to client inquiries for information about products and services tailored to their specific portfolio.
- Prior experience working in Private Wealth Management and assisting HNW and UHNW clients.
- Maintaining a database of client information for advisors.
- Successfully meeting clients needs and assisting with conflict resolution by analyzing client concerns.
- Adapting to a fast-paced environment by providing support to multiple financial advisors within the bank.
Additional Requirements:
- Series, 7, 66 (or 63 and 65)
- 2-5 years of experience in Private Wealth Management