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WM Relationship Manager Job
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| Employer Name: BankingandFinanceCrossing |
SpiderID: 2441578 |
| Location: Washington, District of Columbia |
Date Posted: 8/20/2008 |
| Wage: |
Category: Banking/Mortgage |
| Job Code: 7588240 |
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Job Description:
Manage and grow a book of business consisting of Wealth 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 proceduresREQUIREMENTS: Minimum years combined work 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. Demonstrated ability to consistently achieve sales goals and keep teams focused and highly motivated. Ability to think, plan and execute strategically. Excellent oral and written communication skills and effective presentation skills. Ability to develop productive relationships with other lines of business
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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