Taiwan Private Banking Associate: Wealth Solutions

Aumni; Worcester (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

TwinThread is seeking a Banker Associate for the Taiwan market in Worcester, Massachusetts. This role involves supporting a Senior Banker with client priorities, managing relationships, and facilitating the sale of investment and banking services. The ideal candidate will have a Bachelor’s degree, 4+ years in business development, and strong interpersonal skills. The company values diversity and is committed to creating an inclusive work environment. Join us to enhance client experiences and deliver exceptional wealth management solutions.

Qualifications

• Bachelor’s degree with a minimum of 4 years’ work experience.
• Proven record in business development or relationship management.
• Dynamic team player with strong communication and interpersonal skills.

Responsibilities

• Support the Senior Banker on client priorities and relationship maintenance.
• Review and prepare pitch books, coordinate information, and communicate with clients.
• Facilitate sale of investments and banking services with the Senior Banker.
• Provide market updates and investment opportunity commentary to clients.

Skills

Business development

Relationship management

Communication skills

Interpersonal skills

Team player

Education

Bachelor's degree

Job description

TwinThread is seeking a Banker Associate for the Taiwan market in Worcester, Massachusetts. This role involves supporting a Senior Banker with client priorities, managing relationships, and facilitating the sale of investment and banking services. The ideal candidate will have a Bachelor’s degree, 4+ years in business development, and strong interpersonal skills. The company values diversity and is committed to creating an inclusive work environment. Join us to enhance client experiences and deliver exceptional wealth management solutions.