Wealth Management Business Development Officer
2 days ago
As a Wealth Management Business Development Officer, you will be responsible for identifying and developing new business opportunities through direct prospecting and referrals. You will work closely with our team to build a valued personal and corporate profile in the community, cultivate professional and personal networks, and engage in comprehensive financial planning.
Key Responsibilities- Build a valued personal and corporate profile in the community
- Cultivate professional and personal networks to identify and develop prospective new referral relationships
- Engage in comprehensive financial planning and articulate the capabilities, services, and value proposition of SYB Wealth Management & Trust to prospective clients
- Utilize CRM system to update, maintain, and track prospect data
- Assess a prospect's current financial situation and assist in identifying appropriate solutions to help prospective clients attain their wealth objectives
- Expand existing client relationships and attend client meetings as needed
- Active engagement in department-specific and bank-wide initiatives to expand capabilities, create solutions, and improve client experience
- Bachelor's degree required
- Advanced degree or professional certification such as CFP, CFTA, CFA, CIMA strongly preferred
- Proven track record of progressive wealth or investment management development experience and/or significant business development experience
- Minimum of five years' experience required
- Analytical and sales skills to relate individual client asset situations to specific capabilities, services, and Stock Yards Bank value proposition
- Excellent communication, interpersonal, and presentation skills and an ability to self-source
- Ability to be a self-starter, with solid organizational skills and process
- Proven decision-making and analytical skills
- 401(k) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer / Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Health Savings Accounts
- Bank paid Life / AD& D insurance
- Voluntary Life / AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
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