Wealth Management Advisor
2 weeks ago
Position: Wealth Management Advisor
Department: Private Banking Division
Location: This role is situated within a WesBanco office.
Market Focus: The position serves affluent clients across various regions.
Weekly Work Hours: 37.5
Qualifications:
- A minimum of 5 years of experience in wealth management, lending, sales, and business development
- A Bachelor's Degree in Business, Finance, or Accounting is preferred
- Formal credit training is beneficial
- Possession of Series 7 and 66 licenses is a plus
ROLE OVERVIEW:
As a Wealth Management Advisor, you will provide tailored banking solutions to high-net-worth individuals, ensuring a comprehensive suite of services.
CUSTOMER SERVICE EXCELLENCE:
Deliver outstanding service to set the bank apart from competitors.
INTERPERSONAL ABILITIES:
Exhibit professionalism in appearance, communication, and work ethic. Strong relationship management and teamwork skills are essential.
PRIMARY RESPONSIBILITIES:
- Address the credit and deposit needs of affluent clients
- Drive business growth by promoting banking products and services to existing and potential clients
- Cross-sell various retail offerings along with trust, investment, and financial planning services
- Represent the bank at community events to enhance networking opportunities
- Stay informed on economic trends and banking regulations impacting client relationships
- Provide mentorship to junior staff on complex accounts
ADDITIONAL QUALIFICATIONS:
- Ensure adherence to banking regulations and internal policies
- Proficiency in areas such as commercial lending, loan procedures, and credit analysis
- Knowledge of financial planning, tax principles, and fiduciary responsibilities
- Preference for candidates with local market knowledge or connections
- Proficiency in Microsoft Office applications including Word, Excel, and Outlook
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