Banking/Attorney/In House/Nashville, Tennessee
Location: Nashville, Tennessee
Description: GCC Consulting is currently seeking to employ Banking/Attorney/In House/Nashville, Tennessee right now, this career will be delegated in Tennessee. Further informations about this career opportunity kindly see the descriptions. Banker The candidate will be accountable for identifying and developing client relationships within the ultra-high net worth or high net worth ! market. As the brand ambassador for company, leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Also leverages the specialists on their team in order to provide interdisciplinary expertise for most complex clients. Primarily responsible for the client experience and engaging resources to deliver a complete wealth management solution. Typical clients have a net worth of $5 million and above. Responsible for engaging in aggressive business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver significant results. Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience. Perform role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan. Exceed the expectations of! company clients by displaying creativity in formulating integ! rated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer). Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
The candidate should have Bachelors degree. MBA, JD, CFP, CFTA, CIMA or CFA is strongly preferred. Series 7 and 63 licenses are required; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date. 7+ years of experience in private banking/wealth management developing business with ultra high net worth and/or high net worth individuals and families is needed. Experience profiling and formulating strategies for potential clients is needed. Should have demonstrated understanding of investments, banking and trust concepts including to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, ! portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities. Must have thorough knowledge of specific geographic market. Measurable track record of successfully selling to ultra high net worth and/or high net worth clients are needed. Must have interactive skills in order to understand client needs and take action with the appropriate solutions. Strong client relationship management and sales skills are required. Should have continuous prospecting skills applied to COIs (centers of influence), associations, and community activities. Must have impeccable interpersonal and organizational skills. Strong leadership and management skills along with high level of self motivation are required. Should have following ability: Analytical ability in order to relate specific client asset situations to individual products; Demonstrated ability to close deals. Ability to work in a team based environment and assist in ! the development and retention of junior team members.
- .
! If you were eligible to this career, please give us your resume, with salary requirements and a resume to GCC Consulting.
Interested on this career, just click on the Apply button, you will be redirected to the official website
This career starts available on: Fri, 21 Jun 2013 06:54:42 GMT
Apply Banking/Attorney/In House/Nashville, Tennessee Here