Elite Financial Advisor
5 days ago
We are seeking a skilled Elite Financial Advisor to manage a portfolio of high-net-worth clients, providing personalized banking and investment solutions.
About the RoleThis is an exceptional opportunity for a motivated and experienced professional to join our team as a Premier Banker II. As a key member of our financial services team, you will be responsible for developing and maintaining strong relationships with our mass affluent clients, identifying their financial needs, and delivering tailored solutions to meet those needs.
Key Responsibilities:- Manage a portfolio of high-net-worth clients, providing comprehensive banking and investment solutions.
- Conduct in-depth analysis of client financial situations, identifying opportunities to enhance their financial well-being.
- Develop and implement customized financial plans, utilizing your expertise in banking, investments, and risk management.
- Promote and sell Truist's retail banking products, including loans, credit cards, and deposit accounts.
- Collaborate with internal stakeholders to deliver exceptional customer service and ensure seamless execution of transactions.
To be considered for this role, you must possess the following qualifications:
- Bachelor's degree in business, accounting, finance, or a related field.
- A minimum of six years of experience in financial services, with a proven track record of success in managing high-net-worth client relationships.
- Advanced knowledge of personal financial planning, investment management, and risk management concepts.
- Strong analytical, communication, and interpersonal skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
As a valued member of our team, you will enjoy a competitive salary, benefits package, and opportunities for career growth and development.
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Elite Financial Service Leader
4 weeks ago
Fort Lauderdale, Florida, United States Truist Full timeWe are seeking an Elite Financial Service Leader to join our team at Truist. This is a highly rewarding opportunity to lead and manage a portfolio of mass affluent clients, providing personalized and attentive service that exceeds their expectations.
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Tax Advisor
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Private Client Relationship Manager
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Private Client Relationship Manager
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