Premier Advisor or Premier Banker - West Chester, PA

Truist Financial Corporation; West Chester (Chester County); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial corporation seeks a Relationship Manager to manage a portfolio of affluent clients. The role involves providing tailored banking, investment, and insurance solutions while ensuring compliance and achieving financial goals. Candidates should have significant experience in financial services and strong communication skills.

Benefits

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Qualifications

• Bachelor’s degree in business, finance, or related field.
• At least five years of financial services experience or one year in a client relationship role.
• Active FINRA licenses required.

Responsibilities

• Manage a portfolio of mass affluent clients and personalizing financial services.
• Coordinate with financial advisors and ensure client satisfaction.
• Achieve revenue and retention goals through client acquisition.

Skills

Interpersonal skills

Sales skills

Communication skills

Education

Bachelor’s degree in business, finance, or related field

Job description

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Serve as the primary relationship manager for a portfolio of financially complex client relationships within the mass affluent market segment within the Truist footprint. In a de novo circumstance, establish a new managed portfolio of financially complex client relationships within the segment. Utilize financial planning and advisory concepts to develop relationships and provide retail solutions including banking, mortgage, planning, investments, and insurance. Leverage the Truist referral network for client acquisition and service.

Essential functions include:

1. Managing a portfolio of mass affluent clients, selling and servicing a range of banking and advisory products, delivering personalized service.
2. Understanding client financial needs through profiling and financial planning analysis; coordinating with financial advisors on investments.
3. Staying informed on economic, legal, and market trends affecting clients; serving as a financial resource for clients and their advisors.
4. Achieving revenue, profitability, and retention goals by acquiring new clients, expanding services, and marketing products.
5. Building relationships with internal specialists to support client service and development; advocating for clients.
6. Developing external business relationships to support growth.
7. Ensuring compliance within regulatory frameworks.
8. Participating in the development of the Premier Banking program.

Qualifications include a bachelor’s degree in business, finance, or related field, with at least five years of financial services experience, or one year in a client relationship role. Active FINRA licenses and compliance with the SAFE Mortgage Licensing Act are required. Strong interpersonal, sales, and communication skills are essential.

Preferred qualifications include a master’s degree, experience in mass affluent banking, and professional certifications such as CFP or CFA. Leadership training or banking school completion is also preferred.

Benefits include medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. Paid time off and holidays are provided, with additional benefits depending on the division. Details are available on the Benefits site.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace.

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