Trust and Estates/Attorney/In House/Nashville, Tennessee
Location: Nashvi! lle Tennessee
Description: GCC Consulting is looking of Trust and Estates/Attorney/In House/Nashville, Tennessee right now, this occupation will be placed in Tennessee. More details about this occupation opportunity kindly see the descriptions. Private Client Advisor II The candidate will serve as client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Will lead client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs. Report to the Market Executive or City Executive. Act as trusted financ! ial advisor to, and advocate for, clients and prospects. Provi! de integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients' needs, preferences and overall wealth. Be responsive to changes in the business environment or client needs. Effectively manage a book of relationships and act as relationship lead accountable for the client's experience. Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions. Build relationships with internal and external sales referral partners. Lead the Client Management Process (CMP) within client team to identify new business development opportunities. Motivate and influence client team members appropriately. Collaborate in their onboarding, coaching and development. Provide significant input on pay for performance process of client team associates. Meet Risk and Compliance requirements and policies.
The candidate should preferably ha! ve a CFP, CPA, CFA, CTFA, CFM or J.D. degree. Must have 7+ years of experience in sales to high net worth clients (or equivalent). Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start). Unlicensed candidates may be considered if willing to obtain licenses within 120 days of start date. Should have in-depth knowledge of at least one of the following areas: investments, trust and wealth transfer, banking or credit; general understanding of all others. Application Deadline: December 6, 2013.
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If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to GCC Consulting.
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This occupation starts available on: Sun, 01 Dec 2013 14:46:02 GMT
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