Industry: Banking / Financial Services
Employment Type: Part Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
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Full Job Description
Join Our Team at Quarles & Brady, LLP
At Quarles & Brady, LLP, we are dedicated to providing exceptional financial services to our clients. With over 125 years of experience, we have built a reputation for integrity, expertise, and commitment to our clients. As a leading private bank, we focus on personalized banking experiences, catering to high-net-worth individuals and families. Our team of professionals is passionate about delivering innovative solutions and fostering lasting relationships. In our Phoenix location, we are seeking a Private Banking Associate to join our dynamic team.
Position Overview
The Private Banking Associate will play a crucial role in delivering exceptional banking services to our clientele. This position is ideal for individuals who possess strong relationship-building skills, a deep understanding of private banking products, and a commitment to providing outstanding client service. In this role, you will have the opportunity to work with some of the most prestigious clients while contributing to the growth of our private banking division.
Key Responsibilities
- Develop and maintain strong relationships with high-net-worth clients, understanding their unique financial needs and objectives.
- Assist clients with various banking products, including loans, mortgages, and investment services.
- Conduct financial assessments and provide tailored solutions that align with client goals.
- Collaborate with other departments, such as investment services and financial planning, to deliver comprehensive banking solutions.
- Stay abreast of industry trends and regulatory changes, ensuring compliance and reducing risk.
- Proactively communicate with clients to provide updates on their financial standing and recommend necessary adjustments.
- Support the marketing efforts to attract new clients and increase service penetration among existing clients.
- Attend networking events and community functions to foster relationships and represent Quarles & Brady, LLP.
Qualifications & Skills
- Bachelor’s degree in Finance, Business, or a related field.
- Minimum of 3 years of experience in private banking or wealth management.
- Comprehensive knowledge of banking products, investment strategies, and financial planning.
- Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
- Detail-oriented with exceptional analytical and problem-solving abilities.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficient in financial software and MS Office Suite; familiarity with CRM systems is a plus.
Why Work at Quarles & Brady, LLP?
At Quarles & Brady, LLP, we believe in investing in our employees. We offer a supportive and collaborative work environment where innovation thrives. Our commitment to professional development means you will have access to various training programs, mentorship opportunities, and a clear pathway for career growth. Additionally, we pride ourselves on providing competitive compensation packages, including health benefits, retirement plans, and generous paid time off.
Our team is more than just colleagues; we’re a community. We celebrate achievements, foster talent, and strive to create a workplace where everyone feels valued and respected. Join us for an opportunity to grow your career while making a positive impact in the lives of our clients.
How to Apply
If you’re ready to take the next step in your career and explore a private bank job online apply with Quarles & Brady, LLP, we invite you to submit your application. Please include your resume and a cover letter detailing your experience and why you’re a great fit for this position. We can’t wait to hear from you!
Conclusion
Step into a rewarding career with Quarles & Brady, LLP as a Private Banking Associate. If you are passionate about providing exceptional service and solutions to high-net-worth clients, we encourage you to explore this exciting opportunity. Join our team and help us continue to shape the future of private banking!
