WM Relationship Manager Job

Employer Name: BankingandFinanceCrossing	SpiderID: 2487855
Location: New York City, New York	Date Posted: 9/16/2008
Wage:	Category: Banking/Mortgage
Job Code: 8425698

Job Description:

RESPONSIBILITIES: Manage and grow a book of business consisting of Clients. Retain and generate client revenue 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. Identify, generate and grow wealth management revenue from new and existing clients that meet or exceed annual goals. 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 a partner with 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. Exhibit comprehensive knowledge of benefits and features of all Wachovia offered products, services and solutions to assist in the attainment of clients goals. Adherence to all Bank policies and procedures.

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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