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Private Banking Wealth Advisor

2 months ago

Fremont, California, United States Fremont Bancorporation Full time
Private Banking Wealth Advisor

Location: Fremont, CA

Salary range: $71, $103,676.45 annual

Fremont Bancorporation is a prominent financial entity in the Bay Area, renowned for its commitment to exceptional customer service and active community engagement.

Position Overview:

The Private Banking Wealth Advisor will collaborate with various departments within the organization to deliver customized financial guidance and solutions to affluent clients.

Key Responsibilities:
  • Evaluate client requirements and propose financial strategies
  • Establish and nurture a pipeline of potential business
  • Serve as a specialist in banking offerings
  • Formulate approaches to retain and attract clientele
  • Work collaboratively with internal teams
Required Qualifications:
  • Bachelor's Degree
  • Minimum of 3 years in the financial services sector
  • Possession of Series 6 and 63 (or 66) securities licenses
  • Demonstrated skills in business development
  • Comprehensive knowledge of banking services
  • Outstanding communication and presentation skills
  • Detail-oriented with strong analytical capabilities
  • Completion of formal credit training is preferred