Mass Affluent Relationship Advisor

Truist; Greenville (SC); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) plan

Vacation days

Sick leave

Paid holidays

Job summary

Truist seeks a seasoned relationship manager for affluent clients in Greenville, SC. The ideal candidate will possess a strong background in financial services, focusing on personal financial planning and providing top-tier service to clients.

This role demands a Bachelor’s degree and five years of financial industry experience. Candidates must have strong interpersonal and sales skills, as well as necessary financial licenses. A comprehensive benefits package will be offered, along with opportunities for professional growth.

Qualifications

• Bachelor's degree with business, accounting, finance, or equivalent experience.
• Minimum five years in financial services with banking or investments.
• Strong understanding of personal financial planning and investment management.
• Must have or obtain required securities and insurance licenses.
• Excellent interpersonal and sales skills.

Responsibilities

• Manage a portfolio of mass affluent clients with a focus on exceptional service.
• Stay updated on economic and market trends affecting clients.
• Develop new clients and maintain relationships with current clients.
• Collaborate with financial advisors for client investment strategies.
• Ensure compliance with regulations in managing client relationships.

Skills

Interpersonal skills

Sales skills

Relationship management

Written communication

Verbal communication

Presentation skills

Microsoft Office proficiency

Education

Bachelor's degree in relevant field

Tools

Financial planning tools

Job description

Truist seeks a seasoned relationship manager for affluent clients in Greenville, SC. The ideal candidate will possess a strong background in financial services, focusing on personal financial planning and providing top-tier service to clients.

This role demands a Bachelor’s degree and five years of financial industry experience. Candidates must have strong interpersonal and sales skills, as well as necessary financial licenses. A comprehensive benefits package will be offered, along with opportunities for professional growth.