Client Portfolio Manager

1 week 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 contribute to our commitment to excellence. This role is pivotal in fostering strong client relationships and delivering tailored financial solutions.

Key Responsibilities
  • Manage a diverse portfolio of clients, ensuring their financial needs are met with precision.
  • Develop new business opportunities through strategic networking and relationship building.
  • Provide exceptional client service, ensuring a thorough understanding of each client's unique financial situation.
  • Administer client loan portfolios, conducting comprehensive analyses of creditworthiness.
  • Offer a complete range of loan products designed to fulfill client financing requirements.
  • Cross-sell various financial products to optimize solutions tailored to client needs.
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 interpersonal, analytical, and communication skills.
  • The ability to work independently while effectively prioritizing tasks.

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.



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