Senior Wealth Management Advisor

2 weeks ago


Charleston, West Virginia, United States WesBanco Bank, Inc. Full time
Job Opportunity: Senior Private Banker at WesBanco Bank, Inc.
  • Requirements:
  • A minimum of 5 years of experience in private banking, retail banking, consumer lending, and/or commercial lending with an emphasis on sales and business development, trust services, wealth management, and brokerage.
  • Bachelor's Degree in Business, Finance, or Accounting is preferred.
  • Formal credit training is advantageous.
  • Possession of Series 7 and 66 licenses is considered a plus.
Job Description:

Overview:

As a Senior Private Banker, your primary role will be to provide a full suite of banking services tailored to high-net-worth clients.

Customer Service Expertise:

You will be expected to deliver a level of service that distinguishes us from our competitors.

Interpersonal Abilities:

Maintain a professional demeanor in appearance, relationships, work ethic, and attitude.

Exhibit clear and effective communication skills to engage with both colleagues and clients.

Strong skills in relationship management and developing business connections are essential.

A collaborative team player is highly valued.

Key Responsibilities:

  • Address the credit and deposit needs of affluent clients.
  • Proactively connect with existing clients and potential prospects to enhance business by promoting bank services and products.
  • Upsell various retail offerings alongside personal trust, investment management, financial planning, and estate planning services.
  • Represent the bank at community events to network and cultivate additional business opportunities.
  • Stay updated on current economic conditions and relevant legislation impacting customer relationships and banking operations.
  • Mentor junior team members on complex accounts and relationships.

Additional Requirements:

Due to the stringent regulations in banking, it is crucial to acquire and maintain knowledge of the bank's policies and procedures, ensuring compliance with all applicable laws and regulations. Complete all assigned compliance training in a timely manner.

  • Proficiency in commercial lending, consumer lending, and retail services regarding loan policies, documentation, underwriting, and regulatory guidelines.
  • Understanding of account opening procedures.
  • Familiarity with regulatory standards.
  • Knowledge of the loan application and approval process.
  • Insight into credit analysis and lending operations.
  • Acumen in financial ratios, business principles, and financial planning.
  • Familiarity with fiduciary principles, prudent investing concepts, and tax principles.
  • Local market knowledge is preferred.
  • Proficiency in Microsoft Office applications such as Word, Excel, and Outlook.


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