Premier Advisor - Memphis, TN
Regular position, English required, 1st shift (United States).
Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.
Responsibilities
- Serve as the primary relationship manager for a portfolio of mass affluent clients.
- Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients.
- Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
- Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
- Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
- Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients.
- Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs