Senior Private Banking Professional

4 days ago


Paramus, New Jersey, United States Wilmington Trust Full time

Role Description: As an HNW Relationship Associate, you will be responsible for supporting the development of new client relationships and the retention and expansion of existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. You will deliver on the Client Service Value Proposition by building and maintaining strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners.

Main Responsibilities:

  • Assist in the completion of new account opening, collect AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) requirements; process related sales reports.
  • Process more complex client transactions such as cash disbursements, money movement, account maintenance, problem resolution and escalation, and other transactions as needed to ensure they are addressed in a timely manner and to the satisfaction of the client.

Scope of Responsibilities: The position assists the Wealth Advisor, Wealth Management team, and internal business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct contact with clients and plays a role in their attraction and retention.

Education and Experience Required:

  • Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience.
  • Strong customer service skills, strong interpersonal skills, strong verbal and written communication skills, and strong organizational skills.

Estimated Salary: $83,669 - $139,229 per annum. Location: Paramus, New Jersey, USA.



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