Mass Affluent Banking Specialist

2 weeks ago


Fort Lauderdale, Florida, United States Truist Full time

Job Title: Premier Banker Relationship Manager at Truist Financial Corporation

Job Overview:

As a Premier Banker Relationship Manager, you will be responsible for managing a diverse portfolio of mass affluent clients, ensuring they receive tailored and exceptional service.

Key Responsibilities:

  • Act as the main point of contact for a select group of affluent clients, providing personalized financial guidance.
  • Continuously assess and refine your understanding of clients' financial objectives through comprehensive financial analysis.
  • Stay updated on market trends and economic factors that may influence clients' financial decisions, serving as a knowledgeable resource.
  • Achieve growth and retention targets by onboarding new clients, enhancing service offerings, and promoting relevant financial products.
  • Collaborate with product and service experts to optimize client portfolios.
  • Develop and maintain strategic relationships with external influencers and referral sources.
  • Ensure adherence to regulatory standards and compliance protocols.
  • Contribute to the advancement of the Premier Banking program and mentor junior bankers.

Qualifications:

Required:

  • Bachelor's degree in business, finance, accounting, or a related field.
  • A minimum of six years in financial services or three years in a client relationship management capacity.
  • In-depth knowledge of financial planning, investment strategies, and retail credit tailored for the mass affluent demographic.
  • Possession of Securities Industry Essentials (SIE), FINRA Series 7, and 65 (or 66) licenses, along with relevant insurance certifications.
  • Exceptional interpersonal, sales, and relationship management abilities.
  • Proficient in Microsoft Office and financial planning software.

Preferred:

  • Master's degree in business, finance, or a related discipline.
  • Experience in retail banking.
  • Completion or enrollment in professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
  • Participation in Leadership Development Programs or Banking Schools.

Benefits:
Truist offers comprehensive benefits for all regular employees working 20 hours or more per week, including medical, dental, vision, life insurance, and disability coverage.



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