Icb Coverage - Inbound Associate Banker

Barclays

New York, United States
Base: $75,000 - $125,000; bonus/equity: not specif...
On-site
Client relationship management
Financial goals analysis
Industry trend research
Establish and nurture profitable partnerships with both corporate and individual clients, serving as the bridge between the bank's offerings and clients' needs

Job Summary

  • Establish and nurture profitable partnerships with both corporate and individual clients, serving as the bridge between the bank's offerings and clients' needs.
  • Manage client relationships to identify financial goals, challenges, and risk tolerance, supporting analysis of data to identify trends and areas for improvement.
  • Provide guidance to clients on financial decisions, offering expert investment advice, risk management, and wealth management strategies support.

Matching Summary

Establish and nurture profitable partnerships with both corporate and individual clients, serving as the bridge between the bank's offerings and clients' needs.

Salary

Base: $75,000 - $125,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • client relationship management
  • financial goals analysis
  • industry trend research
  • customized solution design
  • risk assessment and mitigation
  • client interaction documentation
  • risk management awareness
  • fraud prevention
  • data integrity standards

Nice-to-have

  • excellent client-facing skills
  • strong organizational skills
  • ability to prioritize tasks
  • professional and service-oriented

Key Requirements

  • FINRA SIE, Series 63, and 79 registrations or willingness to obtain
  • Experience with onboarding, KYC reviews, and operational processes
  • High attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter