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, conduct full needs assessments and recommend banking, investment and insurance solutions aligned to objectives and risk tolerance.
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, interpret macroeconomic, microeconomic and local market developments and apply insights to client needs.
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
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