Key skills
Sales
About this role
Role Overview
- Serve as the central point of contact for HNW clients with lower balances
- Provide excellent service and proactively contact clients
- Engage clients and introduce the Private Client Relationship Manager
- Retain and grow assigned client relationships
Requirements
- 4-year degree or the equivalent experience
- 3 years related experience in a production or client support capacity
- Securities Licensed: Series 7, 63 + 65 or 66
- Understanding of HNW client needs and products and services available to clients within the segment
- Consultative sales experience preferred
- Proficiency in Microsoft Applications (PowerPoint, Excel, Word)
Benefits
- Health and well-being benefits
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development opportunities
- Reward and recognition