VP, Senior Wealth Advisory Relationship Manager - Phoenix, Arizona United States - 11684

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JOB DESCRIPTION

Job #: 11684
Title: VP, Senior Wealth Advisory Relationship 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?


Serves 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

• 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