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Gulfstream Business Bank
Vice President / Investment Executive
Job Location: Delray Beach, FL
Shift:
Delray Beach, FL
Position Summary:
Under the direction of the Investment Services Manager, the Investment Executive is responsible for managing client investment relationships including such activities as sales, compliance, marketing, implementation of policies & procedures, calling program with other colleagues and growing the portfolio.
Job duties include, but are not limited to, the following:
* Will develop an ongoing calling program for targeting important prospects and influencers in the markets of the communities we serve
* Promotes the Bank in a positive and profitable manner through community involvement activities
* Implements programs for sales promotions & seminars (for clients, prospects, groups) to meet needs
* Calls on important prospects and existing accounts
* Prepares reports for senior management
* Works with other department managers in the bank as part of the strategic management team of the overall bank
* Conducts reviews as appropriate for client relationship & type of accounts
* Supervisor of assistant and other sale registered representative(s). Other supervisory duties & responsibilities may increase as the department grows and is expanded. Such duties include mentoring, training, hiring, coaching, supervising, conducting HR related activities (reviews), etc.
* Works closely with 3rd party broker-dealer and other vendors whose products/services GIMs utilizes
* Recommends new products through identifiable customer needs
* Works with Relationship Bankers/Managers by provide training and guidance in providing quality customer service, continual referrals, increasing client retention & enhancing overall profitability.
* Obtains current and updated financial information from each client as required
* Assists with the implementation of the marketing and public relations program for GIMS
* Assures compliance with established policies and procedures of GSBB, broker-dealer, NASD, SEC and another regulatory agency overseeing this dept and/or the bank
* Handles complex customer service problems
* Works closely with SVP of Private & Executive Banking to ensure department is reaching targeted goals, following policies/procedures, conducting staff meetings, preparing for presentations, etc
* Performs any other related duties as required
* Performs customer service by responding to client requests & inquiries, coordinates trades, problem resolution and follow up, and all other service related issues.
* Coordinates and implements sales & education seminars
* Assists Investment Manager(s) in all areas relative to sales, i.e. presentations, new accounts, appointment setting, etc.
* Performs a variety of administrative duties; processes new account paperwork, maintains various ledgers & logs, client files, etc.
* Prepares and maintains reports and client contact management system
* Perform other related duties as assigned
Candidate Profile:
Gulfstream Business Bank is looking for an individual with:
* A minimum of 3-5 years prior successful investment sales experience as a broker and/or investment manager in a brokerage firm, investment firm, broker-dealer or insurance broker-dealer,
* Insurance license (Life, Health & Variable Annuity) and Series 7 and Series 65 or 66
* CFP or CRPS Designation preferred, but not required
* Investment /brokerage knowledge - products, structuring, investment options, financial terms in the industry, etc.
* Must be computer literate including internet and excellent MS Office experience.
* Highly organized and detail oriented with the ability to maintain confidentiality and work independently.
* Effective communication skills, both verbal and written, and the ability to work successfully with all levels of staff and management is essential.
* A TEAM PLAYER attitude and professional appearance/demeanor is essential.
Hours:
Full time
Salary range:
Draw + commission
Compensation/Benefits:
We offer a competitive salary commensurate with experience. All employees are eligible for bonus through a company-wide incentive program.
Our benefits package includes 401k plan with an attractive 6% company match (after just 90 days), major medical for which the company pays 89% of the employee premium, and 100% of the employee dental premium, basic life/AD&D at 2x the annual salary, short and long term disability, paid vacation, sick, and holiday time. Elective benefits include voluntary life, dependent life, and the full suite of AFLAC products.
Please send your resume to:
Fax: 772-382-0647
Gulfstream Business Bank
Please visit us at:
http://www.gsbb.com
Equal Employment Opportunity Affirmative Action employer and a Drug Free Workplace
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