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, and identify product opportunities.
Why It Might Be a Fit
Bring meaningful experience in non-traditional banking financial sales, including making client recommendations and increasing sales. Apply expert knowledge of wealth planning and wealth products in client conversations and solutions.
Requirements
- FINRA Series 7 and 66 (or 63 and 65) licensing required
- Life and Health insurance licenses or willing to sponsor
- Meaningful experience in non-traditional banking financial sales
- Expert knowledge of wealth planning and wealth products
- Ability to interpret macroeconomic, microeconomic, and local market developments and apply insights to client needs
Benefits
- Competitive pay
- Benefits package
- Wellness Hub
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
]]>