A leading global financial services company is seeking an experienced Associate Banker to support sales and marketing strategies aimed at acquiring new clients in Boston. The ideal candidate will have between 5-8 years of relevant experience, possess strong investment knowledge, and be capable of managing both internal and external relationships. The role involves assisting in client meetings, maintaining records, and ensuring compliance with financial regulations. A Bachelor's degree and FINRA Securities Licenses are required within 150 days. Comprehensive employee benefits are offered.
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Private Banker • Boston, MA, United States