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Years of Experience
Date Last Verified
Wealth Management Consultant Duties: Responsible for developing new business for trust and investment management services. Identifies new client opportunities through internal and external channels, focusing on High Net Worth and Ultra High Net Worth clients, such as corporate executives, business owners and multi-generational family trust. Consults with prospective clients about their financial goals, needs and identifies, and promotes products and services to best meet those needs, as well as expand and retain existing relationships. Follows through with new client until close. Works with internal sources to promote and support new business opportunities. Actively sells appropriate banking products to new and existing customers and refers clients to other business units as appropriate. Maintains an active prospect database. Acts as a mentor and consultant for teammates on business developments, team optimization and market strategy within Private Client Reserve.
Qualification and Experience
Qualifications: Bachelor's degree, or equivalent work experience. 10+ years of sales experience in financial sales industry. Preferred: Professional designation preferred, such as CFP, CFA, CPA, CTFA, or JD Degree. Series 7, 63, life and health insurance licenses a plus. Proven new business development and sales skills. Ability to build partnerships and work as part of a team. Experience working with High Net Worth or Ultra Net Worth families, doing holistic planning for them. Experience in income and estate tax considerations, investment structure, asset allocation, banking solutions, philanthropic strategies, concentrated wealth techniques and family legacy advisory services. Excellent presentation, interpersonal, verbal and written communication skills.
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