Senior Wealth Advisory Manager - Phoenix, Arizona United States - 20049
Senior Wealth Advisory Manager
Phoenix, Arizona - United States
$140,000.00 - $200,000.00 - US Dollars - Yearly
Employer Will Recruit From:
Large bank or RIA wealth management fims
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.
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).
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
University - Bachelor's Degree/3-4 Year Degree