Wealth Relationship Manager

About the role

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.

Responsibilities

• Build meaningful relationships with high-value clients
• Increase wallet share of existing clients and identify 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
• 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

Requirements

• Bachelor’s degree in business, finance, related field or equivalent experience
• FINRA Series 7 & 66 (or 63 and 65) required
• Life and Health insurance licenses required

Qualifications

• 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
• 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

Skills

• Strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
• Expertise in wealth planning and wealth products
• Ability to communicate effectively and influence clients
• Understanding of macroeconomic and regulatory frameworks

Benefits

Competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. Opportunities for professional development and engagement with communities served.

Pay

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

Schedule

Details on schedule will be provided upon successful completion of the interview process.