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Priv Bkng Relationship Mgr Job
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| Employer Name: Vanara |
SpiderID: 2222099 |
| Location: Phoenix, Arizona |
Date Posted: 5/13/2008 |
| Wage: |
Category: Finance/Investment |
| Job Code: HFHW4984 |
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Job Description:
 A Fortune 500 company seeks a Private Banking Relationship Manager with 3-5 years’ experience working with HNW clients in a consultative sales capacity. The candidate will be responsible for actively acquiring and managing revenue-generating affluent client relationships, using advisory and consultative sales skills. Provides financial solutions to include; custom lending, personal trust, tax and estate planning, and investment management services. Develops sales and marketing strategies for acquiring and further penetrating existing client relationships. Proactively seeks business through referrals from existing client relationships and external networking opportunities, such as centers of influence. Effectively uses system and tools to manage and work leads, contacts, and track daily sales activities. Maintain working knowledge of in-market competitors (products, pricing). Supports team members by providing information and education specific to the private banking program. B.A./B.S. degree preferred. M.B.A., CFP, PFP a plus. Insurance and Series 7/66 licenses required or must be willing to obtain within 12 months. Candidate must posses the ability to understand personal and business financial statements, complex tax returns and understanding of credit structures. Lending experience required.
For further information, please visit us online at http://www.vanara.com
Please send your resume to Law Firm Staff at jobs@vanara.com
Apply Now
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:
Contact Information:
| Contact Name: Carleen Trapp |
Company Type: Recruiter |
| Company: Vanara |
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| City: Ephraim |
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| State: Utah |
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Web Site: http://www.vanara.com
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