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.
Domain
Retail Banking & Wealth Management
Deliverable
client delivery
Required skills
Financial planning, consultative relationship building, sales strategy execution, product knowledge (deposits, loans, insurance), client onboarding, risk management, regulatory compliance
Preferred skills
Complex financial needs analysis, digital platform adoption guidance, community relationship building, mentoring branch personnel
Technologies
Digital banking platforms, mortgage licensing systems, credit application review tools
Responsibilities
Uncover financial needs and provide recommendations, acquire new assets from existing and new clients, develop and execute business plans, coordinate outreach for seminars and events, review credit applications, escalate complex client situations, mentor branch personnel
Seniority
Mid-level, hands-on IC
