Private Banking Associate - Wealth Solutions & Client Growth

Quontic Bank; Stamford (CT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Commission earnings

Incentive compensation

Discretionary bonuses

Morgan Stanley-sponsored benefit programs

Job summary

Quontic Bank is looking for an Associate Private Banker in Stamford, CT. This role will provide product and service support for Private Bankers, assisting in the development of marketing campaigns and client relationships.

Ideal candidates should have 3+ years of banking experience, excellent communication skills, and a strong understanding of cash management and lending products.

Benefits include commission earnings and a supportive working environment.

Qualifications

• Minimum of 3 years of experience with an investment, commercial, or private bank.
• 2 years of client service, business development, or Sales Desk experience.
• Ability to maintain professionalism with affluent clients.

Responsibilities

• Assist in developing and implementing marketing campaigns.
• Establish a reputation of execution and excellence.
• Partner with Private Banker(s) to provide suitable solutions.

Skills

Understanding financial needs

Excellent verbal and written communication

Relationship building

Software proficiency (Word, Excel, PowerPoint)

Cash management and lending products knowledge

Education

Bachelor’s Degree (preferred)

Tools

Excel

Word

PowerPoint

Job description

Quontic Bank is looking for an Associate Private Banker in Stamford, CT. This role will provide product and service support for Private Bankers, assisting in the development of marketing campaigns and client relationships.

Ideal candidates should have 3+ years of banking experience, excellent communication skills, and a strong understanding of cash management and lending products.

Benefits include commission earnings and a supportive working environment.