Wealth Management Client Banker (Mass Affluent)

Strive Solutions; Massachusetts; Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

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.

Qualifications

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

Responsabilités

• 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.

Connaissances

Client relationship management

Needs analysis

Sales / business development

Collaboration with advisors

Banking and investments knowledge

Portfolio risk awareness

Description du poste

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.