Role OverviewAs a Wealth Relationship Manager, you'll work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. The role focuses on acquiring, developing, advising, and retaining a portfolio through strong fundamentals in wealth planning. You'll provide solutions across banking, investments, and insurance based on each client's objectives, risk tolerance, and appropriate asset allocations.
What You Will Do
Provide financial solutions and opportunities across a portfolio of high-value clients, increase wallet share within existing relationships, conduct full needs assessments, and recommend banking, investment, and insurance solutions.
Why It Might Be a Fit
Bring meaningful experience in non-traditional banking financial sales, apply expert knowledge of wealth planning and wealth products, interpret macroeconomic and microeconomic developments, and use knowledge of Anti Money Laundering and relevant US regulatory governance.
Requirements
- FINRA Series 7 and 66 (or 63 and 65) licensing required
- Life and Health insurance licenses or willing to sponsor
- Spanish and Vietnamese are additional languages that provide added value
Benefits
- competitive pay
- robust Wellness Hub
- all in a welcoming and inclusive work environment
- industry-leading volunteerism policy
- generous matching gift program
- comprehensive program of immersive Sustainability and Climate Change Initiatives
]]>