Institutional Financial Consultant

3 days ago

Newport Beach, California, United States First Citizens Bank Full time
About the Role

This is a hybrid position that requires regular work inside and outside of a company office.

The primary responsibility of this role is to serve as the primary relationship manager and point of contact for institutional accounts in the Wealth Management department.

The successful candidate will lead client servicing, satisfaction, and retention efforts, providing expert advice on client asset management, financial needs, and personalized strategies.

This role will also facilitate the acquisition and development of new business by participating in community activities, building a network of contacts, identifying non-bank clients, and attending marketing and entertainment events.

The candidate may also provide oversight to less experienced associates in the work group and assist management with special projects.

Key Responsibilities
  • Relationship Management - Responsible for the satisfaction and retention of assigned institutional accounts. Serves as the primary point of contact and service provider. Assists larger department efforts to build, develop, and maintain client relationships. Develops and maintains proficiency in the Investment markets.
  • Account Administration & Monitoring - Provides timely responses to client information requests, same day unless otherwise communicated to the client. Acts independently, and with exceptional judgment to address client needs and concerns, while keeping wealth team members informed of client activity. Serves as the first line of defense while servicing client needs to ensure mitigation of financial risk to the Bank. Monitors all activities of assigned accounts; ensures all accounts are in compliance. Processes transactions and ensures accuracy of all required account documentation, including trading, cash movement, client communication, and compliance requirements.
  • Client Acquisition - Promotes Institutional Trust products and other demonstrates external calling efforts to attract new clients to the Bank's wealth offerings. Builds an internal and external contact network to leverage acquisition of new opportunities.
  • Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations. Utilizes industry connections to promote services, create awareness, and cultivate referral opportunities. Communicates new developments, products, or services within the industry to other wealth associates and banking partners.
  • Investment Proficiency - Maintains knowledge of offered institutional products and services, as well as clients' conditions and overall relationship with the Bank, in order to provide appropriate financial advice.
Qualifications

Bachelor's Degree and 8 years of experience in Trust, Financial Services, Financial Operations, or First Citizens Bank Trust OR High School Diploma or GED and 12 years of experience in Trust, Financial Services, Financial Operations, or First Citizens Bank Trust.

Licenses or Certifications: Possess valid Series 6, 63, 65, or 66, and state-specific life and health insurance licenses.

Skills: Ability to read, interpret, and communicate complex legal documents, Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market.

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