GENERAL FUNCTION: Partners with senior Wealth
Management Advisors for client relationships with more than
$500,000 in investable assets to help ensure the Private Bank
experience is delivered. Assembles and collaborates with team of
specialists toconsistently deliver high-quality customer service
and advice-based solutions that simplify financial complexity and
achieve the client''s goals. Ensures service standards including
execution, delivery, and retention are achieved. Builds
skills,knowledge, and expertise needed to advance to a Wealth
Management Advisor or Private Bank Investment Executive
ESSENTIAL DUTIES & RESPONSIBILITIES:
. Assists senior WMAs in activities that drive new revenue and
expand wallet share.
. Builds and establishes internal/external centers of influence to
prospect; ultimately sourcing/building a pipeline of clients and
. Develops and strategically executes business plan to obtain new
clients and develop personal book of business.
. Participates in One Bank activities to identify opportunities
with new and existing bank customers.
. Utilizes the Life360 process when working with team members to
deliver advice based solutions.
. Effectively profiles client and identifies needs for LOB
referrals and cross selling.
. Drives sales results with appropriate financial based services
. Assists WMAs who are primary contact for the resolution of client
issues and concerns.
. Helps monitor and ensure team members are aware of service
standards and metrics based on needs, segmentation, asset
allocation, and risk management.
. Participates in the coordination and collaboration with client
third party advisors (e.g., attorney, accountant).
. Expands knowledge of investment techniques and products, trading
strategies and market dynamics.
. Challenges and collaborates with the client to articulate and
achieve their goals.
. Assists in managing profitability of client
. Assists WMAs in ensuring timely recording of information in CRM
regarding status and activities.
. Helps drive improvement by looking for ways to deepen
. Builds skills, knowledge and expertise needed to advance to a
Wealth Management Advisor or Private Bank Investment Executive
position within 18-24 month time frame.
SUPERVISORY RESPONSIBILITIES: None.