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Wealth Management Relationship Manager

1 month ago

Morristown NJ USA, United States Provident Bank Full time
Job Summary

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 internal partners and external contacts.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, including investment strategies and wealth management advice.
  • Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Collaborate with internal partners, including sales, service, tax, and investments teams, to ensure seamless delivery of wealth management services.
  • Develop and maintain strong relationships with clients, prospects, and external contacts, including attorneys, CPAs, and trustees.
  • Stay up-to-date on industry trends and developments, and apply this knowledge to provide innovative solutions to clients.
  • Participate in new business development and contribute to the growth of the firm.
Requirements
  • 7-10 years of experience in financial planning, client services, or a related field.
  • Strong knowledge of investments, tax, fiduciary, and operations.
  • Excellent client-facing service experience and problem resolution skills.
  • Strong interpersonal and team skills, with the ability to establish relationships and partner effectively with various groups.
  • Working knowledge of Microsoft Excel, Word, and PowerPoint.
  • Strong skills in negotiating, delegating, leadership, and sales.
  • Personal computer skills for account maintenance activities.
Education

Bachelor's degree.

Licenses and Certifications

Certified Financial Planner designation required.

Working Conditions

Work is mainly performed in a normal office environment. Noise levels are usually moderate. May require travel to client and other non-bank locations.