Wealth Relationship Manager
About The Position
The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism, client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager, you will: * Provide financial solutions and opportunities to your portfolio of clients * Increase wallet share of existing clients and identifying product opportunities within the business * Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations * Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.
Requirements
- Bachelor’s degree in business, finance, related field or equivalent experience
- Series 7, 63, 65 or 66 (or 63 and 65) required
- Life and Health insurance licenses required
- Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios
- Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management
- Strong client focuses and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
- Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
- Strong business development skills to work with outside COI’s to develop self-sourced business
- Self-Motivated and Self-driven individual with strong relationship and communications skills.
- Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Nice To Haves
- Mandarin language skills is a plus for this role. While not strictly required, candidates who has this this skill will be given preference.
Responsibilities
- Provide financial solutions and opportunities to your portfolio of clients
- Increase wallet share of existing clients and identifying product opportunities within the business
- Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
- Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.
Benefits
- tailored professional development opportunities
- competitive pay and 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
