WM Relationship Manager Job

Employer Name: BankingandFinanceCrossing	SpiderID: 2456834
Location: Addison, Texas	Date Posted: 8/25/2008
Wage:	Category: Banking/Mortgage
Job Code: 7734783

Job Description:

RESPONSIBILITIES: Manage, grow and retain a portfolio of Wealth client relationships with a focus on new client acquisition. This is accomplished through a comprehensive understanding of the clients financial objectives by delivering holistic solutions through team specialists around each client in order to offer the most appropriate solutions and alternatives to meet the clients objectives and needs. Build and maintain a portfolio of clients by helping clients define their financial goals and objectives, analyzing clients current financial resources and financial positions, identifying appropriate Wachovia products and services to help client attain their objectives, ensuring clients are introduced to appropriate Wachovia specialists, inside Wealth and outside Wealth, and effectively closing sales for appropriate Wachovia products and services. Maintain current licenses by completing appropriate continuing educational requirements. Required 5 or more years experience in the financial industry dealing with high net worth clients and be a proven performer with strong sales skills. Strong local market knowledge and exposure preferred. Self-starter with excellent communication and interpersonal skills and willingness to develop high profile in local market. College degree required. Computer proficiency required.

For more information, please click here to visit us at BankingandFinanceCrossing

For further information, please visit us online at http://www.bankingandfinancecrossing.com

Sign Up Now

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:

Contact Name: -	Company Type: Employer
Company: BankingandFinanceCrossing

City: Pasadena
State: California
Zip:

Web Site: http://www.bankingandfinancecrossing.com