Associate Banker: Wealth & Client Growth

Hong Kong Study Skills Research Institute; Los Angeles (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

The Hong Kong Study Skills Research Institute is hiring an Associate Banker in Los Angeles. This seasoned professional role requires strong analytical abilities and excellent communication skills, focusing on managing client relationships and driving revenue growth.

The ideal candidate will have 3-7 years of relevant experience in wealth management, a Bachelor's degree, and necessary certifications. Benefits include health coverage and retirement plans.

Qualifications

• 3-7 years of relevant experience in wealth management or financial services roles.
• Ability to manage relationships with clients and colleagues.
• FINRA SIE, Series 7, Series 66 required (or to be obtained within 120 days).

Responsibilities

• Partner with Banker to create sales strategies for revenue growth.
• Organize client meetings and manage records.
• Provide comprehensive service support to clients, resolving complex inquiries.

Skills

Relationship management

Analytical skills

Multi-tasking

Communication

Education

Bachelor's/University degree or equivalent experience

Tools

FINRA SIE

Series 7

Series 66

Job description

The Hong Kong Study Skills Research Institute is hiring an Associate Banker in Los Angeles. This seasoned professional role requires strong analytical abilities and excellent communication skills, focusing on managing client relationships and driving revenue growth.

The ideal candidate will have 3-7 years of relevant experience in wealth management, a Bachelor's degree, and necessary certifications. Benefits include health coverage and retirement plans.