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Wealth Management Relationship Manager II Job
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| Employer Name: Vanara |
SpiderID: 2235921 |
| Location: Philadelphia, Pennsylvania |
Date Posted: 5/23/2008 |
| Wage: |
Category: Finance/Investment |
| Job Code: JXK03574 |
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Job Description:
 A Fortune 500 company seeks Wealth Management Relationship Manager II with 5-7 years’ work experience. The candidate will 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 the financial goals and objectives, analyzing clients current financial resources and financial positions, identifying appropriate products and services to help client attain objectives, and effectively closing sales for appropriate products and services. Maintain current licenses by completing appropriate continuing educational requirements. Prefer certified financial planner, chartered financial analyst or equivalent, four-year college degree. Should have experience in at least two wealth management businesses, banking, trust, investments, insurance, charitable, financial planning or estate planning or 5 years of sales leadership experience. Market knowledge desirable. Should have the ability to provide clear direction and define priorities for sales teams and identify sales and market opportunities.
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: 5
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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| Zip: |
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Web Site: http://www.vanara.com
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