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WM Relationship Manager Job
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| Employer Name: BankingandFinanceCrossing |
SpiderID: 2489849 |
| Location: Charlotte, North Carolina |
Date Posted: 9/17/2008 |
| Wage: |
Category: Banking/Mortgage |
| Job Code: 8425837 |
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Job Description:
RESPONSIBILITIES: Retain, generate, and grow Wealth Management client revenue for new and existing clients that meet and or exceed annual goals through a comprehensive understanding of the clients financial objectives. Manage a sizable portfolio of existing WM relationships. Analyze clients current financial resources and financial position and utilize the team of Wealth Specialists to identify appropriate Wachovia solutions and alternatives to help clients meet their objectives. Exhibit comprehensive knowledge of benefits and features of all Wachovia offered products, services, and solutions to assist in the attainment of clients goals. Energetic, innovative, and team-oriented individual capable of building relationships with both internal and external referral sources. Capable to effectively work through a credit specialist for all credit extensions and risk assessments. Develop a network of contacts with local centers of influence through community involvement, professional and or social organizations. Assist in the growth and development of the team by sharing business and financial expertise in a collaborative manner. Obtain and maintain required licenses and designations.REQUIREMENTS: Five or more years experience in the financial sales and or service industry. Relationship Manager II level dependent upon strength of all experience listed. This position may be filled as a Relationship Manager I dependant on experience. College degree required.
For more information, please click here to visit us at BankingandFinanceCrossing
For further information, please visit us online at http://www.bankingandfinancecrossing.com
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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 |
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| City: Pasadena |
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| State: California |
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| Zip: |
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Web Site: http://www.bankingandfinancecrossing.com
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