Private Banking Financial Advisor
1 week ago
Key Responsibilities:
* Provide financial advice and services to clients, including investments, retirement planning, and estate planning.
* Develop and maintain relationships with clients, as well as provide support to other team members.
* Collaborate with clients to understand their financial goals and objectives, and provide tailored solutions to meet their needs.
Requirements:
* Bachelor's degree in finance, economics, or a related field
* Minimum of two years of experience in a similar role
* Excellent communication and interpersonal skills
* Strong analytical and problem-solving abilities
* Knowledge of financial products and services, as well as experience with financial software
What We Offer:
* Competitive salary and benefits package
* Health and dental insurance
* 401(k) plan
* Paid vacation
If you are interested in this position, please apply on beBee today.
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