Wealth Management Advisor
Location: Atlanta
Posted on: October 22, 2024
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Job Description:
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:
.Sales: 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.
.Client Experience: 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 manner. 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 their goals. 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 client. 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 objectives.
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 groups. .Other: 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 in a team-oriented environment
and to build relationships based on added value, not title or
authority. oSupports a proven track record of successfully
collaborating with and influencing management and peers to support
growth and financial results. oActively participates within
professional and community organizations. oActively networks and
effectively builds relationships internally and externally of the
Bank. SUPERVISORY RESPONSIBILITIES: None.
Keywords: , East Point , Wealth Management Advisor, PR / Public Relations , Atlanta, Georgia
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