Wealth Advisor
Core
Develop new client relationships, build a sales pipeline, and manage existing high-net-worth client accounts for Coral Gables Trust Company.
Role type
Wealth Advisor (Sales & Client Relationship Management)
Builds
Client relationships and sales pipeline for Trust & Estate and Wealth Management services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Networking, relationship management, sales pipeline development, client presentation, CRM system usage, market communication
Preferred skills
Community leadership, public awareness generation
Responsibilities
Introduce the firm to prospective clients, participate in community organizations to generate referrals, quarterback internal relationships, prepare client presentations, communicate investment strategies, anticipate client needs through regular interaction