Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals
Job Summary
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals.
Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Matching Summary
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals.
Skills & Requirements
Must-have
Develop and prospect client pipeline
Utilize Life360 Discovery process
Deliver Private Bank experience standards
Collaborate with specialists
Manage client relationship profitability
Resolve client problems effectively
Nice-to-have
Engaged and inclusive culture
Sense of urgency and drive for results
Build relationships based on added value
Actively participates in organizations
Key Requirements
Bachelors degree or equivalent work experience
CFP, CFA, or CPWA certification preferred
Juris Doctorate (JD) or CPA accepted
Appropriate state life and Health insurance licenses
Minimum of eight (8) years sales/client service experience