Wealth Private Banking Advisor
On-siteLouisville, Kentucky, United States or Lexington, Kentucky, United States
Job Summary
Deliver Wealth Banking and Credit solutions to clients with over $1MM in investments by coordinating with Private Client Group Financial Advisors and internal partners. Develop and deliver video and in-person presentations to demonstrate the value of the Wealth Private Advisor relationship, while leveraging the Trusted Wealth Relationship and Advisory Process to call upon existing clients and recommend appropriate financial strategies. Work with FAs, clients, and potential clients to coordinate information gathering, develop customized solutions, and ensure follow-up on progress timelines. Proactively call within the assigned Truist region to identify key IRM partnerships and educate clients and FAs on credit and banking solutions. Monitor and update sales activity and pipeline using the bank's CRM system to maintain a high-quality, compliant book of business.
Required Qualifications
- English language fluency
- Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives
- Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
- Highly motivated and self-starter, dedicated, enthusiastic, driven and performance-oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations
- Must have excellent verbal, written and phone communication skills and demonstrated leadership ability
- Ability to handle ambiguity and promptly capable to adapt to changing environment
- Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict
- Demonstrated ability to engage and foster effective revenue generating IRM partnerships
- Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally
- Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients
- Serve as a personal financial advisory resource for clients, their attorneys and CPA's
- 4-year degree
- 10-15 years of demonstrated leadership ability
- 8-10 years of direct sales experience in Financial Services
- 10-15 years of sales experience in a related industry
- FINRA licensing: 7, 63 and insurance life and health
- Must be able to partner well internally
Desired Qualifications
- CFP
- CFA
- Master's Degree
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