Job Overview
Employment Type
Full-time
Compensation
Type:
Hourly
Rate:
Range $22.75 - $43.25
Work Schedule
Standard Hours
Flexible
Benefits
401k
Health Insurance
Dental Insurance
Vision Insurance
Health savings account
Flexible spending account
Employee assistance program
Paid Time Off
Job Description
Our client is a prestigious financial institution specializing in providing premium banking and wealth management services to High Net Worth (HNW) individuals and families. Known for its commitment to excellence and personalized client service, this banking entity stands out for offering a comprehensive suite of financial solutions designed to meet the complex needs of affluent clientele. Leveraging a network of expert advisors, cutting-edge technology, and a customer-centric approach, the institution ensures that clients experience seamless, discreet, and highly tailored banking services that empower them to grow and protect their wealth effectively.
The Concierge Banking Officer role is a pivotal po... Show More
The Concierge Banking Officer role is a pivotal po... Show More
Job Requirements
- Bachelor's degree in finance business or related field preferred
- 3-5+ years of experience in private retail or concierge banking
- Proven track record of client relationship management and sales performance
- Excellent interpersonal communication and problem-solving skills
- Strong understanding of financial products and services including investments credit and insurance
- Discretion and professionalism in handling sensitive and confidential client information
Job Qualifications
- Bachelor's degree in finance business or related field preferred
- 3-5+ years of experience in private retail or concierge banking
- Proven track record of client relationship management and sales performance
- Excellent interpersonal communication and problem-solving skills
- Strong understanding of financial products and services including investments credit and insurance
- Discretion and professionalism in handling sensitive and confidential client information
- Excellent analytical problem-solving and critical thinking skills
- Influential communicator with cross-functional leadership skills
- Change management and program governance expertise
- Strong regulatory awareness and risk acumen
Job Duties
- Serve as a dedicated relationship manager for high net worth clients delivering white-glove high touch service across all banking needs
- Develop and maintain deep relationships with clients to understand their financial goals preferences and service expectations
- Provide personalized concierge services including account management transaction support travel assistance and access to exclusive banking privileges
- Collaborate with internal departments to coordinate client service delivery
- Proactively identify opportunities to deepen client relationships and refer clients to appropriate specialists as needed
- Ensure compliance with all regulatory and internal policies during client interactions and transactions
- Resolve client issues and inquiries efficiently maintaining the highest standards of service and confidentiality
- Organize exclusive client events or experiences to build loyalty and engagement
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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