Senior Wealth Advisor
Core
Build and maintain a high-performing book of business and manage client relationships for corporate and personal finances.
Role type
Senior Wealth Advisor (Vice President)
Builds
Custom marketing plans, investment management/estate planning/trust seminars, and client acquisition strategies.
Domain
Banking, Wealth Management, Financial Planning
Deliverable
client delivery
Required skills
Sales management, client needs assessment, relationship management, marketing strategy, network building, financial planning expertise, account documentation oversight.
Preferred skills
Action-oriented approach, strong banking acumen, innovative management, negotiation skills, customer focus.
Responsibilities
Formulate and coordinate custom marketing plans; design and implement sales processes; attract and retain customers; determine client needs and assess financial objectives; obtain client commitment and collect assets; oversee new account documentation preparation; manage service issues and coordinate providers.