Associate Banker: Wealth Growth & Client Strategy

Hong Kong Study Skills Research Institute; San Francisco (CA); On-site; USD 109,120 - 163,680; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k)

Life, accident and disability insurance

Wellness programs

Paid time off packages

Job summary

The Hong Kong Study Skills Research Institute is looking for an Associate Banker SAFE Act LO in San Francisco. This experienced professional will apply in-depth disciplinary knowledge to improve processes and workflows while developing client marketing strategies.

Key responsibilities include managing relationships, conducting research for lead generation, and providing full service support to clients. The ideal candidate will have relevant experience in wealth management and hold necessary certifications. Benefits include medical coverage and a 401(k) plan.

Qualifications

• 3–7 years of relevant experience.
• Prior experience in wealth management or financial services preferred.
• Ability to manage relationships both internally and externally.

Responsibilities

• Partner with Banker to create sales and marketing strategies.
• Conduct prospect research and generate leads.
• Organize client call records and maintain reports.

Skills

Relationship management

Multitasking

Communication

Diplomacy

Education

Bachelor's/University degree or equivalent experience

Tools

FINRA SIE

Series7

Series66

Job description

The Hong Kong Study Skills Research Institute is looking for an Associate Banker SAFE Act LO in San Francisco. This experienced professional will apply in-depth disciplinary knowledge to improve processes and workflows while developing client marketing strategies.

Key responsibilities include managing relationships, conducting research for lead generation, and providing full service support to clients. The ideal candidate will have relevant experience in wealth management and hold necessary certifications. Benefits include medical coverage and a 401(k) plan.