Elite Mass Affluent Relationship Manager

Truist Wealth; Naples (FL); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Paid vacation

Sick days

Paid holidays

Job summary

Truist Wealth in the United States seeks an experienced relationship manager to oversee a portfolio of mass affluent clients. You will deliver a broad range of retail banking, planning, investments, mortgage, and insurance solutions while leveraging the Truist referral network to grow the client base and deepen relationships.

You will assess client needs through personal financial planning analyses, coordinate with financial advisers, and maintain compliant, high-quality service.

Qualifications

• Bachelor's degree in business/finance or related field.
• Minimum five years of financial services experience serving mass affluent clients or equivalent.
• Active FINRA licenses (SIE, Series 7, 66) and Life/Health/Variable Insurance licenses or ability to obtain within 100–150 days.
• Strong interpersonal, sales and relationship management skills.
• Proficiency in basic computer applications.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients and deliver a broad range of banking, planning, investments, and insurance services.
• Establish understanding of client needs through profiling and financial planning analysis; coordinate with advisers on accounts.
• Stay updated on market trends and act as a planning resource for clients and their CPAs.
• Aim for revenue growth, profitability, and client retention by acquiring new clients and expanding services.
• Collaborate with Integrated Relationship Management partners to support client service and development.
• Foster relationships with external centers of influence to enhance business development.
• Operate within audit/compliance framework to maintain a high-quality, compliant portfolio.
• Participate in Premier Banking program development and related processes.

Skills

Relationship management

Sales

Financial planning

Communication

Industry knowledge

Education

Bachelor's degree in business/finance or related field

SIE/Series 7/66 licenses and Life/Health/Variable Insurance licenses

Tools

Microsoft Office

Job description

Truist Wealth in the United States seeks an experienced relationship manager to oversee a portfolio of mass affluent clients. You will deliver a broad range of retail banking, planning, investments, mortgage, and insurance solutions while leveraging the Truist referral network to grow the client base and deepen relationships.

You will assess client needs through personal financial planning analyses, coordinate with financial advisers, and maintain compliant, high-quality service.