Mass Affluent Premier Banker & Financial Advisor

Truist; Miami (FL); Sur place; USD 110 000 - 140 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision insurance

401k plan with company match

Vacation and sick leave

Résumé du poste

Truist is seeking a Premier Banking Advisor to manage a mass affluent client portfolio, delivering personalized service and a broad range of banking products. You will work closely with financial advisors to align investment accounts with client objectives and stay ahead of market trends.

The role emphasizes revenue growth, client retention, and collaboration with internal specialists across banking, investments, and insurance. Strong interpersonal and presentation skills are essential.

Qualifications

• Bachelor's degree with concentration in business, accounting, finance, banking or equivalent financial services experience.
• Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending (or one years’ experience in a financial client relationship manager role).
• Advanced knowledge of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and products for mass affluent clients.
• Active securities licenses and insurance licenses must be acquired/maintained (SIE, FINRA Series 7, 66 or 63/65; Life/Health/Variable; SAFE Mortgage Licensing Act compliant) within specified timelines.
• Strong interpersonal, sales and relationship management skills.

Responsabilités

• Serve as the primary relationship manager for a portfolio of mass affluent clients and deliver range of retail banking products and services.
• Collaborate with financial advisor on investment accounts ensuring adherence to objectives and policies.
• Stay informed on economic trends and provide financial planning/advisory resources to clients, attorneys, and CPAs.
• Drive revenue growth by acquiring new clients, expanding services, and promoting products; manage sales activity and pipeline in the CRM system.
• Coordinate with IRM partners to deliver integrated client service and solutions.

Connaissances

Interpersonal skills

Sales skills

Relationship management

Presentation skills

Microsoft Office

Formation

Bachelor's degree in business/finance

Description du poste

Truist is seeking a Premier Banking Advisor to manage a mass affluent client portfolio, delivering personalized service and a broad range of banking products. You will work closely with financial advisors to align investment accounts with client objectives and stay ahead of market trends.

The role emphasizes revenue growth, client retention, and collaboration with internal specialists across banking, investments, and insurance. Strong interpersonal and presentation skills are essential.