Senior Wealth Advisory Manager - Phoenix, Arizona United States - 20049



JOB DESCRIPTION

Job #: 20049
Title: Senior Wealth Advisory Manager
Job Location: Phoenix, Arizona - United States
Employment Type:
Salary: $140,000.00 - $200,000.00 - US Dollars - Yearly
Employer Will Recruit From: Local
Large bank or RIA wealth management fims
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


VP, Senior Wealth Advisory Relationship Manager will serve the bank’s customers by providing Advisory support and guidance in the area of investment management, wealth management and trust administration as needed. 

JOB DESCRIPTION

  •  Developing, building and maintaining strong relationships with customers and customer agents (i.e. attorneys, tax advisors, etc.), and implementing strategies designed to meet customer needs and expectations
  •  Building valuable connections with potential new business referral sources and industry resources
  •  Seeking new business development opportunities, both internally and externally, and leading sales initiatives to prospective wealth management customers
  •  Overseeing and directing relationship and administrative activity within customer accounts
  •  Sustaining a working knowledge of current laws and regulations affecting the administration of Investment management and Trust accounts
  • Potential management of the Wealth team (DOE).

QUALIFICATIONS

VP,Senior Wealth Advisory Relationship Manager will have

  • Bachelor’s degree, preferably in finance or a business-related field of study
  • High degree of competency and understanding of wealth management, investment management and trust services for high net worth individuals
  • Working knowledge of applicable tax, trust, and estate related laws
  • Five years of experience in servicing investment management, trust administration, or wealth management related customers is preferred
  • CTFA accreditation, trust certification, or other industry certifications is beneficial 
  • Understanding of trust accounting and/or related systems

 

Education:
University - Bachelor's Degree/3-4 Year Degree

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