Premier Client Specialist
Core
Primary client contact providing holistic banking and investment solutions, focusing on new client acquisition, growing AUM, and increasing investment penetration.
Role type
Premier Client Specialist (Financial Advisor)
Builds
Banking and investment solutions (simplified advisory accounts, annuities, mutual funds, 529s, 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, consultative relationship building, sales strategy execution, client portfolio management, credit risk assessment, regulatory compliance, product knowledge (deposits, loans, insurance, investments), business plan development, community relationship building.
Preferred skills
Financial planning approach, digital platform adoption guidance, mentoring branch personnel, strategic initiative execution.
Technologies
Digital banking platforms, Nationwide Mortgage Licensing System and Registry (NMLS), credit application systems.
Responsibilities
Uncover financial needs and provide recommendations; acquire new assets from existing and new clients; develop and execute business plans; guide clients to digital platforms; coordinate outreach for seminars and events; review credit applications; maintain confidentiality and apply due diligence; mentor and coach branch personnel.
Seniority
Mid-level, hands-on IC
