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VP, Senior Wealth Advisory Relationship Manager
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Phoenix, AZ
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 banks 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

Bachelors 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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