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Client Relationship Manager

2 months ago

Delray Beach, Florida, United States Tompkins Community Bank Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Management Professional to join our team at Tompkins Community Bank. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with clients, creating personalized financial plans, and providing expert guidance on wealth management strategies.

Key Responsibilities
  • Client Relationship Management
    • Build and maintain existing client relationships through regular communication and personalized service.
    • Prospect for new business opportunities in the community and introduce clients to our financial services.
    • Seek referrals from centers of influence, existing clients, and other professional external resources.
  • Wealth Planning and Management
    • Develop and implement comprehensive financial plans tailored to each client's unique goals and objectives.
    • Provide expert guidance on investment, banking, trust, and insurance strategies to achieve clients' financial goals.
  • Business Development and Growth
    • Assist in the attainment of profitability goals and corporate vision by developing and implementing strategies to increase the scope of services to existing and potential clients.
    • Identify and engage other professionals to create a client strategy team based on clients' needs and solutions required.
  • Community Involvement
    • Participate in community events and charitable activities to build relationships and promote our brand.
  • Team Collaboration and Development
    • Provide guidance and support to teammates to build their own client base and assist with sales strategies.
Requirements
  • Bachelor's degree in a related field or equivalent specialized training/relevant experience.
  • 1-5 years of experience in wealth management, business development, and relationship management.
  • Proven ability to uncover clients' personal goals and objectives to create personalized financial plans.
  • Excellent written and verbal communication and interpersonal skills.
  • FINRA 7, 63 & 66 licenses, PA Life & Health License, and clean U4.
  • CFP, CPA, or JD certification(s) preferred.
Benefits
  • Medical, dental, and vision insurance.
  • 401(k) match and profit-sharing.
  • Paid time off and 11 holidays.
  • Tuition reimbursement.
  • Free parking throughout Tompkins Community Bank.
  • Employee referrals.