Client Relationship Executive

2 weeks ago


Winter Park, Florida, United States Truist Financial Full time
Position Overview:

This role is designed for a seasoned professional in financial services. As a key player in our organization, you will manage a diverse portfolio of high-net-worth clients within the Truist network.

Key Responsibilities:

  • Act as the primary point of contact for a select group of affluent clients, ensuring the delivery of exceptional service and comprehensive financial solutions.
  • Utilize advanced financial planning techniques to assess client needs and tailor services accordingly, including banking, investment, and insurance products.
  • Proactively engage in business development activities to attract new clients and expand existing relationships through networking and community involvement.
  • Collaborate closely with internal teams and specialists to provide a seamless client experience, addressing all aspects of financial management.
  • Maintain up-to-date knowledge of market trends, regulatory changes, and financial products to provide informed advice to clients.
  • Monitor client portfolios and ensure alignment with their financial goals, adjusting strategies as necessary.

Qualifications:

  • A bachelor’s degree in finance, business, or a related field.
  • At least eight years of experience in banking or financial services, with a proven track record of managing affluent client relationships.
  • Strong understanding of personal financial planning, investment strategies, and retail banking products.
  • Possession of relevant licenses, including FINRA Series 7 and 65, as well as applicable insurance licenses.
  • Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
  • Proficiency in financial planning software and tools.

Benefits:

Truist Financial Corporation offers a comprehensive benefits package for eligible employees, including medical, dental, and vision insurance, retirement plans, and generous paid time off.

Truist is committed to fostering a diverse and inclusive workplace and is an Equal Opportunity Employer.



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