Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients, responsible for developing and deepening client relationships through needs-based, high-level client service
Job Summary
Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients, responsible for developing and deepening client relationships through needs-based, high-level client service.
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions.
Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
Matching Summary
Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients, responsible for developing and deepening client relationships through needs-based, high-level client service.
Skills & Requirements
Must-have
High net worth client relationships
Client acquisition and retention
Financial planning and advisory
Credit and banking needs expertise
Team-based solution delivery
Nice-to-have
Community involvement
Culture champion alignment
External centers of influence
Key Requirements
Bachelor's Degree Required
FINRA Series 7, Series 66, SIE, Insurance Licenses