Senior Wealth Relationship Manager

First Financial Trust & Asset Management; Abilene (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

First Financial Trust & Asset Management in Abilene, Texas, seeks a seasoned professional to develop and deepen client relationships while expanding the organization’s footprint within the local community. You will network with attorneys, accountants, business professionals, and existing clients to grow the advisory client base.

The role emphasizes long-term relationships across financial advisory services and requires a strong emphasis on communication, accuracy, and a professional demeanor to

Qualifications

• Bachelor’s degree in accounting or finance is required.
• At least four years of investment management, registered investment advisor, trust management or law experience is preferred.
• Salesmanship, knowledge, confidence, human relation skills and communication techniques are requisite.

Responsibilities

• Developing new relationships, managing existing book of clients, and being active within the organization and in the community.
• Develop network of referral sources and build brand identity within the community.
• Actively participate in the Customer Service First program, support the values of the organization, and follow established policies and procedures.

Skills

Salesmanship

Communication

Relationship building

Attention to detail

Education

Bachelor’s degree in accounting or finance

Job description

First Financial Trust & Asset Management in Abilene, Texas, seeks a seasoned professional to develop and deepen client relationships while expanding the organization’s footprint within the local community. You will network with attorneys, accountants, business professionals, and existing clients to grow the advisory client base.

The role emphasizes long-term relationships across financial advisory services and requires a strong emphasis on communication, accuracy, and a professional demeanor to