Mass Affluent Premier Banking Advisor

Truist; Florida; Presencial; USD 85 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, vision insurance

401(k) plan

Paid time off

Resumo da oferta

Truist in the United States is seeking a senior relationship manager to oversee a portfolio of mass affluent clients. You will deliver integrated financial planning and a broad range of retail solutions including banking, mortgage, investments, and insurance services, leveraging the Truist referral network to grow client base.

Responsibilities include developing new clients, deepening relationships, coordinating with advisors and IRM partners, and maintaining compliance within Truist’s Premier

Qualificações

• Bachelor’s degree in business, accounting, finance, banking or related financial services experience.
• Minimum of five years of financial services experience with banking, investments and/or retail lending.
• Advanced knowledge of financial planning/advisory/insurance and investment management concepts.
• Active FINRA licenses (SIE, Series 7, 66, or 63/65 in lieu) and applicable Insurance licenses; SAFE Mortgage Licensing Act compliant.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills; proficient in MS Office.

Responsabilidades

• 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.
• Develop client financial plans and coordinate with advisors for asset allocation objectives.
• Grow revenue, acquire new clients and retain existing ones through the Truist referral network.
• Collaborate with IRM partners and ensure regulatory compliance and quality service.

Conhecimentos

Relationship Mgmt

Financial Planning

Sales

Client Service

Communication

Banking Knowledge

Formação académica

Bachelor's degree in business/finance

Mass affluent banking knowledge

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Truist in the United States is seeking a senior relationship manager to oversee a portfolio of mass affluent clients. You will deliver integrated financial planning and a broad range of retail solutions including banking, mortgage, investments, and insurance services, leveraging the Truist referral network to grow client base.

Responsibilities include developing new clients, deepening relationships, coordinating with advisors and IRM partners, and maintaining compliance within Truist’s Premier