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.
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
This role offers the opportunity to shape outcomes for high-value clients through thoughtful, need-based advice across banking, investments and insurance.
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
- Bring meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales
Benefits
- competitive pay
- robust Wellness Hub
- generous matching gift program
- comprehensive program of immersive Sustainability and Climate Change Initiatives
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