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Wealth Management Professional

1 week ago

Oxford, Michigan, United States Oxford Bank Full time

We are looking for a skilled and detail-oriented Wealth Management Professional to join our team at Oxford Bank. In this role, you will play a key role in client service, administrative support, and sales efforts to help grow the firm's client base.

Responsibilities:
  1. Client Support & Relationship Management: Serve as a primary point of contact for client inquiries and service requests, and assist in onboarding new clients.
  2. Sales & Business Development: Support advisors in identifying and developing new business opportunities, and assist in client prospecting efforts through networking and referrals.
  3. Operational & Administrative Support: Maintain accurate client records, update financial data in CRM systems, and schedule and coordinate client meetings.

The ideal candidate will have excellent communication and interpersonal skills, with a sales-driven mindset and ability to build relationships and identify client needs.