Client Banker - Wealth Management

Strive Solutions; Annapolis (MD); In loco; USD 75.000 - 120.000; Tempo pieno

Descrizione del lavoro

Strive Solutions seeks to grow and maintain relationships with mass affluent clients by understanding their financial needs and driving new business opportunities while strengthening existing accounts. The role emphasizes identifying client goals, delivering tailored banking and investment solutions, and coordinating with advisors to provide high-quality service.

The position focuses on expanding advisory engagements, cross-functional collaboration, and proactive client support to manage

Competenze

• Strong client relationship management and consultative sales skills.
• Sound understanding of banking, investments, and portfolio risk principles.
• Ability to collaborate effectively with advisors and cross-functional partners.
• Excellent communication and responsiveness to client needs.

Mansioni

• Identify client goals and financial requirements; match clients with appropriate banking and investment solutions.
• Generate and develop new business and deepen current relationships through ongoing advisory engagement.
• Coordinate with financial advisors and internal partners to deliver tailored recommendations.
• Provide responsive, high-quality client service and support.
• Manage and monitor portfolio risk to support sound investment outcomes.

Conoscenze

Client relationship management

Consultative sales

Collaboration with advisors

Communication

Descrizione del lavoro

Responsible for growing and maintaining relationships with mass affluent clients by understanding their financial needs and driving new business opportunities while strengthening existing accounts.

Key Duties

• Identify client goals and financial requirements; match clients with appropriate banking and investment solutions.
• Generate and develop new business and deepen current relationships through ongoing advisory engagement.
• Coordinate with financial advisors and internal partners to deliver tailored recommendations.
• Provide responsive, high-quality client service and support.
• Manage and monitor portfolio risk to support sound investment outcomes.

Qualifications & Skills

• Strong client relationship management and consultative sales skills.
• Sound understanding of banking, investments, and portfolio risk principles.
• Ability to collaborate effectively with advisors and cross-functional partners.
• Excellent communication and responsiveness to client needs.