Private Client Relationship Manager II - Tampa, FL

Work Location

Tampa, Floride, États-Unis d'Amérique

Hours

40

Pay Details

$115,440 - $173,160 USD

Line Of Business

Gestion de patrimoine

Job Description

• Serve the unique and complex needs of clients in the high net worth segment.
• Partner with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet.
• Retain and grow the client relationship and exceed clients expectations for asset accumulation, preservation and growth.
• Provide day-to-day account management, wealth management solutions (via partner referrals) and complex credit solutions for client and their businesses.
• Ensure maximum clients satisfaction with their Banking relationships, maximize profitability of the portfolio, while ensuring minimum credit risk for Bank funds.
• Ensure all NEW clients receive the complete onboarding experience, including thorough client discovery leading to a truly exceptional Private Client Experience, introduction to the IA and TA as per client needs, and the completion of all requisite client profiling documents.
• Work with more complex clients and have a more fulsome discussion with clients before bringing in subject matter experts.
• Implement a process with CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the clients overall wealth needs, as well as a minimum of two annual pro-active contacts.
• Manage all aspects of the clients relationships with TD Bank.
• Implement and execute a differentiated service model/experience for HNW clients.
• Maintain quarterly and annual referral goals for investments and trust business.
• Maximize profitability, while ensuring the client receives an exceptional client experience.
• Leverage and coordinate specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients.
• Identify opportunities within your portfolio and network to refer business to Retail and Commercial Partners.
• Execute in a manner that is compliant with regulations, policies and procedures.
• Understand and adhere to TD Wealth AML/ATF Policies and Procedures.
• Implement TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures.
• Transition lower threshold clients to appropriate Wealth Partners, as needed, to ensure capacity for target market clients.
• Foster and contribute to a positive and constructive work environment with a focus on supporting the overall Wealth team.
• Represent TD Wealth to the general public in a professional manner.
• Be involved in the community and support TDBG charity and community initiatives.

Depth & Scope

• Ensure legendary service is provided during every customer interaction to maximize retention and growth.
• Anticipate client needs and suggest the most appropriate banking, lending and/or investment solutions.
• Maximize profitability, while ensuring the client receives an exceptional client experience.
• Collaborate with specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients.
• Identify and pursue opportunities within your portfolio and network to refer business to Retail and Commercial Partners.
• Comply with regulations, policies and procedures.
• Implement and execute a differentiated service model/experience for HNW clients.
• Meet quarterly and annual referral goals for investments and trust business.
• Ensure compliance with AML/ATF Policies and Procedures.
• Implement TDs Customer Identification Program (CIP).
• Transition lower threshold clients to appropriate Wealth Partners, as needed, to ensure capacity for target market clients.
• Foster and contribute to a positive and constructive work environment with a focus on supporting the overall Wealth team.
• Represent TD Wealth to the general public in a professional manner.
• Be involved in the community and support TDBG charity and community initiatives.

Education & Experience

• 4-year degree highly preferred
• Advanced degree or MBA preferred
• Preferred a minimum of 10 years financial services experience in a production capacity (i.e. track record for meeting sales goals)
• Valid Series 7, 63 + 65 or 66
• Valid and active Life & Health insurance licenses
• Certified Financial Planner (CFP), preferred
• Strong understanding of private banking business development techniques, products, services and overall industry
• Advanced understanding and experience with commercial banking relationships and experience interacting with high-net worth clients
• Consultative sales experience required
• Pioneering ability to establish relationships and partner effectively with other departments within TD Bank
• Proven business development track record
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for new business
• Strong market presence with wide network of outside referral sources for