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Client Portfolio Manager

2 months ago

Hilton Head Island, South Carolina, United States Pinnacle Financial Partners Full time
Position Overview

Pinnacle Financial Partners is seeking a dedicated Financial Advisor to enhance our client services and financial solutions. This role is pivotal in managing client relationships and ensuring their financial needs are met with precision and care.

Key Responsibilities
  • Oversee a diverse portfolio of clients, ensuring their financial goals are achieved.
  • Develop new business opportunities through strategic networking and relationship building.
  • Deliver exceptional client service by understanding and addressing individual client needs.
  • Administer and evaluate client loan portfolios, assessing creditworthiness and providing suitable financing options.
  • Cross-sell a comprehensive range of financial products tailored to client requirements.
Qualifications

The ideal candidate will possess:

  • A bachelor’s degree in finance or a related discipline.
  • A minimum of 10 years of experience in the banking or financial services sector.
  • Strong analytical, interpersonal, and communication skills.
  • The ability to work autonomously while effectively managing multiple priorities.

If you are passionate about making a meaningful impact in the financial services landscape, we encourage you to consider this opportunity with Pinnacle Financial Partners.