Role OverviewThe Wealth Relationship Officer provides sales support to Wealth Relationship Managers, assists with client contact and service, and manages key event reminders. The role requires a strong understanding of the brokerage and banking industry, trading operations, and relevant regulations.
What You Will Do
The Wealth Relationship Officer will provide high-quality sales support, reduce administrative tasks, and support Wealth Relationship Managers to manage client contact and service. The role involves entering orders for clients, opening new client accounts, and enhancing client trust in HBUS and Wealth.
Why It Might Be a Fit
The successful candidate will have Series 7 and 63 licenses, life and health insurance licenses, and good experience in the financial services industry. The role requires strong interpersonal and responsiveness skills, good decision-making, and the ability to deliver high-quality client experiences.
Requirements
- Series 7 and 63 licenses
- Life and Health insurance licenses
- Good experience in the financial services industry
- Knowledge of brokerage products and services, operations, and relevant regulations
- Knowledge of Anti Money Laundering and relevant regulatory governance in the US
- Previous experience in Retail/Premier Bank sales preferred
Benefits
- Competitive pay
- Benefits package
- Robust Wellness Hub
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
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