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Wealth Management Specialist

2 months ago

Charleston, West Virginia, United States Truist Inc Full time
Job Overview:

As a Premier Banker II at Truist Inc, you will serve as the primary relationship manager for a portfolio of high-net-worth clients. Your key responsibility will be to establish and maintain a deep understanding of each client's financial needs and goals.

Key Responsibilities:
  • Develop and maintain a comprehensive knowledge of clients' financial situations, including their investment portfolios, income, and expenses.
  • Provide personalized financial planning and investment advice to clients, ensuring that their financial goals are aligned with their risk tolerance and investment objectives.
  • Collaborate with product and service specialists to identify and deliver tailored solutions that meet clients' needs.
  • Stay up-to-date with market trends, economic conditions, and regulatory changes that may impact clients' financial well-being.
  • Meet or exceed revenue growth and retention targets, while ensuring compliance with audit and regulatory requirements.
Requirements:
  • Bachelor's degree in a relevant field, such as finance, business, or economics.
  • Minimum of six years of experience in financial services, with a proven track record of success in relationship management and financial planning.
  • Strong interpersonal and communication skills, with the ability to build and maintain strong relationships with clients and colleagues.
  • Proficiency in financial planning software and tools.
  • Advanced knowledge of personal financial planning concepts and principles.
Preferred Qualifications:
  • Master's degree in a relevant field.
  • Completion of professional certification programs, such as the Certified Financial Planner (CFP) designation.
  • Completion of leadership development programs, with a focus on relationship management and team leadership.

Truist Inc offers a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k) plan for eligible employees. We are an Equal Opportunity Employer and value diversity in our workforce.