Wealth Management Advisor
Posted on: September 19, 2023
GENERAL FUNCTION: Serves as the trusted
advisor and team coordinator to simplify complexity for Private
Bank clients by challenging and collaborating with them to
articulate and achieve their wealth goals. Creates teams of
highlycredentialedspecialiststo provide wealth planning,
investments, private banking, risk management, and trust services.
Ensures delivery and execution of Private Bank experience and
client service standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
oDevelops and prospects internal and external centers of influence
to build and cultivate pipeline of new client opportunities.
oEffectively utilizes Life360 Discovery process to profile clients
and issues spot client needs that result in AUM, Brokerage, Loans,
Deposits, Insurance, Estate Planning, and Wealth Planning.
oActs as the Core Team Member for One Bank to identify
opportunities with new and existing bank customers. Continually
monitors and evaluates client needs to identify opportunities to
expand and deepen household relationship.
oDemonstrates proficiency in the utilization of consultative and
advice driven sales; manages execution of client service standards
to develop and retain lasting client relationships.
oDevelops and strategically executes personal business plan to
achieve defined revenue and business objectives.
oInstitutes habits that ensure coordination of team in the
consistent delivery of Private Bank experience standards.
oUtilizes the Life360 process when working with team members to
deliver advice based solutions.
oCollaborates with a customized team of specialists to deliver
high-quality client service.
oEnsures service standards and metrics are met based on needs,
segmentation, asset allocation, and risk management.
oIdentifies and refers opportunities providing for the utilization
of advanced planning solutions.
oCoordinates and collaborates with client third party advisors
(e.g., attorney, accountant) to ensure synergy of advisors''
recommendations, consistent to client goals.
oPartners and leverages internal and external service providers to
optimize effectiveness and efficiency.
oAs primary contact, resolves problems in a timely and effective
oProvides client with information regarding current trends and
commands a thorough knowledge of investment products, trading
strategies and market dynamics.
oAccountable for the organization, development and execution of
client reviews that are in keeping with service standards to ensure
client needs are being met. E.g. Annual Client Reviews and
quarterly updates, etc. Utilizes the Life360processtocontinually
challenge and collaborate with the client to articulate and achieve
oManages overall profitability of client relationship.
oEnsures process information recorded timely in CRM regarding
status and activities.
oDrives continuous improvement by looking for ways to deepen
relationship with client through all areas of Private Bank and
other appropriate Bancorp channels.
oActs as primary point of contact for COI within Bank.
oAccountable for implementation of recommendations delivered to
oLeads the 90-day client on-boarding process.
oWorks in collaboration with team members to ensure alignment and
exchange information and resources necessary to meet shared
oAddresses developmental needs and knowledge gaps as requested by
manager and the Private Bank.
oChampions the Bancorp Vision and Core Values through personal
actions and leadership influence to promote high-performing work
oExperienced operating in an environment that stresses both
individual accountability and team-based performance.
oExhibits a sense of urgency and a continual drive to results
coupled with an ability to partner effectively with management at
all organizational levels.
oDisplays the ability to be highly effective i
Keywords: , Chattanooga , Wealth Management Advisor, PR / Public Relations , Atlanta, Tennessee
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