Client Banker, Wealth Management

Strive Solutions; Massachusetts; In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Strive Solutions is seeking a dedicated professional to develop and manage relationships with mass affluent clients, assessing financial needs and uncovering opportunities to drive new business. You will deepen existing client relationships and coordinate with financial advisors to deliver tailored banking and investment solutions that meet client goals.

Responsibility includes proactive portfolio review, risk management guidance, and clear communication to clients.

Competenze

• Experience in client relationship management and needs analysis.
• Sales or business development abilities.
• Knowledge of banking and investments; risk-aware portfolio management.

Mansioni

• Identify client financial goals and tailor solutions.
• Coordinate with advisors and internal partners to deliver banking and investment options.
• Provide responsive client service and maintain effective communication.
• Support business growth through relationship management and account development.
• Monitor portfolio performance and align strategies with client objectives.

Conoscenze

Client relationship management

Needs analysis

Sales / business development

Collaboration with advisors

Banking and investments knowledge

Portfolio risk awareness

Descrizione del lavoro

Responsible for developing and managing relationships with mass affluent clients by assessing financial needs, uncovering opportunities, and driving new business while deepening existing relationships.

Key Duties

• Identify client financial goals and recommend appropriate banking and investment solutions.
• Coordinate with financial advisors and internal partners to deliver tailored solutions.
• Provide responsive, high-quality client service and maintain strong communication.
• Support business growth through relationship management and account development.
• Manage portfolio risk by monitoring performance and aligning strategies with client objectives.

Qualifications/skills:

Strong client relationship management, needs analysis, sales/business development ability, collaboration with advisors/partners, sound knowledge of banking and investments, and a risk-aware approach to portfolio management.