Financial Opportunity
Private Banking Opportunity – On-Site Role
📍 Location: On-site
📅 Duration: 6–12 month contract with potential to extend
💲 Pay: 24/h
🎓 Bachelor’s Degree REQUIRED
Join a leading Wealth Management firm supporting Securities-Based Lending (SBL) operations. We're looking for someone with 2+ years of experience in banking or finance to assist Financial Advisors and Private Bankers in delivering top-tier client service.
Ideal Candidate:
✔ BA/BS degree required
✔ 2+ years in banking, finance, or related field
✔ Strong communication, Excel, and problem-solving skills
✔ Background in customer support/operations is a plus
What You’ll Do:
• Support SBL product operations and internal partners
• Provide documentation and escalate complex cases
• Deliver training content and assist with business reporting
Why Join?
Work with high-performing teams in a dynamic private banking environment, with the opportunity to become a product expert and grow within the industry!
Why Join Us?
Gain valuable experience with a leading financial institution. Plus, there’s a possibility to convert to a permanent position after the contract period!
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