Wealth Management Relationship Manager
3 hours ago
We are seeking a highly skilled and experienced Wealth Management Relationship Manager to join our team at Provident Bank. As a key member of our wealth management team, you will be responsible for delivering high-quality wealth management services to clients and prospects, and for building and maintaining strong relationships with clients and internal partners.
Main Responsibilities
- Develop and implement comprehensive financial plans for clients, taking into account their unique financial goals and risk tolerance.
- Provide exceptional client service, responding to client inquiries and resolving any issues that may arise.
- Collaborate with internal partners, including sales, service, tax, and investments teams, to ensure seamless delivery of wealth management services.
- Stay up-to-date on industry trends and developments, and apply this knowledge to provide expert advice to clients.
- Develop and maintain strong relationships with clients, prospects, and internal partners, through regular communication and follow-up.
Requirements
We are looking for a highly motivated and experienced professional with a strong background in financial planning and wealth management. The ideal candidate will have a Bachelor's degree and at least 7-10 years of experience in a related field. A Certified Financial Planner (CFP) designation is also required. The successful candidate will have excellent communication and interpersonal skills, and the ability to work effectively in a team environment.
Why Join Us
At Provident Bank, we are committed to providing our clients with exceptional service and expertise. We believe in building long-term relationships with our clients, and in helping them achieve their financial goals. If you are a motivated and experienced professional who shares our values, we encourage you to apply for this exciting opportunity.
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