Premier Client Specialist
Core
Primary client contact providing holistic banking and investment solutions, focusing on new client acquisition, growing assets under management (AUM), and increasing investment penetration.
Role type
Premier Client Specialist (Financial Advisor)
Builds
Banking and investment solutions including simplified advisory accounts, annuities, mutual funds, 529s, and life insurance for mass affluent clients.
Domain
Retail Banking & Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial needs discovery, product and solution design, prospecting and acquisition, sales strategy and execution, client onboarding and retention, portfolio and relationship management, risk and compliance
Preferred skills
Credit risk analysis, lending process knowledge, retirement planning expertise, business banking solutions knowledge
Technologies
Digital banking platforms, mortgage licensing systems, credit application review tools
Responsibilities
Develop and execute business plans to achieve sales objectives, cultivate strategic relationships with key stakeholders, coordinate outreach for seminars and client events, review credit applications, provide individual and group training to branch personnel, monitor sales performance against plan.
Seniority
Mid-level, hands-on IC
