Premier Banking Advisor & Wealth Planner

Truist; The Woodlands (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Job summary

A leading financial services provider is seeking a Relationship Manager to handle a portfolio of mass affluent clients. This role involves providing financial planning and advice, maintaining compliance with regulatory standards, and developing new client relationships. The ideal candidate will have a bachelor's degree, five years of experience in financial services, and strong interpersonal skills. Competitive benefits and ongoing training will be provided.

Qualifications

• Bachelor’s degree required; Master's preferred.
• Minimum five years financial services experience.
• Strong interpersonal, sales, and relationship management skills.

Responsibilities

• Act as the primary relationship manager for mass affluent clients.
• Develop strategies to meet revenue growth and client retention goals.
• Ensure compliance with audit standards and regulations.

Skills

Interpersonal skills

Sales skills

Relationship management

Financial advisory

Presentation skills

Education

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

Tools

Microsoft Office

Job description

A leading financial services provider is seeking a Relationship Manager to handle a portfolio of mass affluent clients. This role involves providing financial planning and advice, maintaining compliance with regulatory standards, and developing new client relationships. The ideal candidate will have a bachelor's degree, five years of experience in financial services, and strong interpersonal skills. Competitive benefits and ongoing training will be provided.