Role OverviewThe Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. The role requires a strong understanding of the fundamentals of wealth planning and the ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
What You Will Do
Provide financial solutions and opportunities to your portfolio of clients, increase wallet share of existing clients, conduct full needs assessments with current and potential Wealth customers, and recommend appropriate banking, investment, and insurance products and services.
Why It Might Be a Fit
The ideal candidate will have a strong client focus, expertise in wealth planning and wealth products, and experience in non-traditional banking financial sales. They will also have strong relationship deepening skills, business development skills, and the ability to work with Compliance, Credit & Risk, and Internal Control to ensure a balanced risk operating environment.
Requirements
- Bachelor's degree in business, finance, or related field
- Series 7, 63, 65, or 66 (or 63 and 65) required
- Life and Health insurance licenses required
- Mandarin language skills (not strictly required but given preference)
- Meaningful experience in non-traditional banking financial sales
- Expert knowledge in wealth planning and wealth products
- Strong client focus and ability to deliver needs-based solutions
- Ability to demonstrate strong relationship deepening skills
- Strong business development skills
- Self-motivated and self-driven individual with strong relationship and communications skills
Benefits
- Competitive pay
- Robust Wellness Hub
- Welcoming and inclusive work environment
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
- Tailored professional development opportunities
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