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Senior Wealth Management Consultant

2 months ago

Boca Raton, Florida, United States Truist Financial Corporation Full time
Posición: Consultor Senior en Gestión de Patrimonios

Descripción del Puesto: Como Consultor Senior en Gestión de Patrimonios, serás el asesor principal para una cartera de clientes de alto y ultra alto patrimonio. Tu responsabilidad principal será cultivar y fortalecer relaciones con los clientes a través de un servicio excepcional basado en sus necesidades.

Responsabilidades Clave:

  • Desarrollar relaciones profundas y significativas con los clientes.
  • Ofrecer un servicio de asesoramiento integral en gestión de patrimonios.
  • Implementar estrategias de planificación financiera personalizadas.
  • Contribuir al crecimiento del negocio mediante el desarrollo de nuevas oportunidades.

En Truist Financial Corporation, valoramos la dedicación y el compromiso hacia nuestros clientes, asegurando que cada interacción sea significativa y orientada a resultados.