| Type: | Full Time |
|---|
Major Responsibilities:
Business development for new wealth management business in asset management, trust services, financial planning and private banking.
Plan and execute marketing activities and meetings to close sales and exceed goals.
Source new clients through affluent networks, community activities, professional associates, current bank clients, etc.
Advise clients on the full range of wealth management solutions such as trust estate, trust planning, wealth transfers, philanthropic, financial planning,
living trust, wills, and investments management services.
Develop strategies to deepen client relationships and cross-sell other products.
Qualifications:
A minimum of 5 years demonstrated sales success in the affluent marketplace, full knowledge of wealth management related products and practices, and Series 7 and 66 licenses are required.
For details, please find job posting:
www.investmentbankcareer.com/iba....php
Business development for new wealth management business in asset management, trust services, financial planning and private banking.
Plan and execute marketing activities and meetings to close sales and exceed goals.
Source new clients through affluent networks, community activities, professional associates, current bank clients, etc.
Advise clients on the full range of wealth management solutions such as trust estate, trust planning, wealth transfers, philanthropic, financial planning,
living trust, wills, and investments management services.
Develop strategies to deepen client relationships and cross-sell other products.
Qualifications:
A minimum of 5 years demonstrated sales success in the affluent marketplace, full knowledge of wealth management related products and practices, and Series 7 and 66 licenses are required.
For details, please find job posting:
www.investmentbankcareer.com/iba....php
