Senior Mass Affluent Relationship Manager

Truist; Orlando (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

401k plan

10 days vacation

Paid holidays

Job summary

Truist is looking for a Primary Relationship Manager in Orlando, FL, responsible for managing a portfolio of mass affluent clients within the Truist footprint. The ideal candidate should have a Bachelor's degree in a relevant field, with at least five years of financial services experience. Duties include servicing clients, understanding their financial needs, and delivering a comprehensive range of financial solutions. Strong interpersonal and sales skills are essential, along with necessary industry licenses. Benefits include medical, 401k, and vacation.

Qualifications

• Minimum five years of experience in financial services, banking, investments, or retail lending.
• Advanced knowledge of personal financial planning and retail bank products.
• Must obtain applicable securities and insurance licenses within 100-150 days.

Responsibilities

• Manage a portfolio of mass affluent clients and deliver retail banking products.
• Establish understanding of client financial needs and conduct planning analysis.
• Participate in sales management processes and maintain client relationship records.

Skills

Interpersonal skills

Sales skills

Relationship management

Written communication

Verbal communication

Presentation skills

Microsoft Office proficiency

Education

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

Master’s degree

Job description

Truist is looking for a Primary Relationship Manager in Orlando, FL, responsible for managing a portfolio of mass affluent clients within the Truist footprint. The ideal candidate should have a Bachelor's degree in a relevant field, with at least five years of financial services experience. Duties include servicing clients, understanding their financial needs, and delivering a comprehensive range of financial solutions. Strong interpersonal and sales skills are essential, along with necessary industry licenses. Benefits include medical, 401k, and vacation.