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Wealth Management Business Development Officer

2 months ago

Cincinnati, Ohio, United States Stock Yards Bank & Trust Full time
Job Description

Job Summary:

We are seeking a highly motivated and experienced Wealth Management Business Development Officer to join our team at Stock Yards Bank & Trust. As a key member of our wealth management team, you will be responsible for developing referral opportunities from retail and commercial bank partners and centers of influence, combined with direct prospecting activity sourced from your personal and professional networks.

Key Responsibilities:
  • Business Development and Prospecting: Conduct new client/prospect/COI research, generate leads and develop prospects.
  • Organize Prospect Meetings: Identify appropriate partners to introduce at initial meeting.
  • Engage in Comprehensive Financial Planning: Articulate full capabilities, services and value proposition of SYB Wealth Management & Trust to prospective clients and/or designated liaisons.
  • Maintain Current Knowledge: Maintain current in-depth knowledge of a full range of investment services and trust-oriented services.
  • Networking: Build a valued personal and corporate profile in the community.
  • Cultivate Professional and Personal Networks: Identify and develop prospective new referral relationships.
  • Client Service: Assess a prospect's current financial situation and assist in identifying appropriate solutions to help prospective client attain their wealth objectives.
  • Team Building: Active engagement in department-specific and bank-wide initiatives to expand capabilities, create solutions to address unmet business needs, improve client experience, or develop more efficient processes.
Requirements:
  • Education: Bachelor's degree required.
  • Experience: Proven track record of progressive wealth or investment management development experience and/or significant business development or management experience.
  • Skills: Analytical and sales skills to relate individual client asset situations to specific capabilities, services and Stock Yards Bank value proposition.
  • Communication Skills: Excellent communication, interpersonal, and presentation skills and an ability to self-source.