Wealth Business Advisor

Responsibilities

• Manage Client Relationships with High Net Worth business owners
• Serve as the primary point of contact, integration and responsibility for High Net Worth business owner clients
• Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to these clients
• Deliver a level of personalized, attentive service that clients deem outstanding
• Develop and deliver video (primary) and in person presentations to small and large groups
• Establish and periodically update understanding of client financial needs and conditions
• Work with clients and prospects to coordinate the information gathering and delivery of financial plans
• Meet revenue growth, profitability, and retention goals by developing new clients
• Successfully participate in the WRAP and the Truist Decathlon sales management process
• Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's CRM system
• Ensure Credit and Banking Solutions are delivered and serviced with a perfect client experience

• Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent education and related training
• Minimum of five years of experience working with affluent clients dealing with banking, investments, or financial planning or equivalent experience in outside sales and/or relationship management
• Minimum of five years of business and retail lending experience
• Advanced knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the affluent market
• Strong interpersonal, sales and relationship management skills
• Strong written, verbal and presentation skills
• NASD Series 7,66 or equivalent licenses (or completion within first 90 days of employment)
• Applicable state and health licenses
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to travel, occasionally overnight