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| Employer Name: BankingandFinanceCrossing |
SpiderID: 2471057 |
| Location: Wilmington, Delaware |
Date Posted: 9/4/2008 |
| Wage: |
Category: Banking/Mortgage |
| Job Code: 7941012 |
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Job Description:
The generate client revenue through acomprehensive understanding of the clients financial objectives by deliveringholistic solutions through team specialists around each client in order to offerthe most appropriate solutions and alternatives to meet the clients objectivesand needs. Identify, generate and grow wealth management revenue from new andexisting clients that meet or exceed annual goals. Build and maintain aportfolio of clients by helping clients define their financial goals andobjectives, analyzing clients current financial resources and financialpositions, identifying appropriate Wachovia products and services to help clientattain their objectives, ensuring clients are introduced a partner withappropriate Wachovia specialists, inside Wealth and outside Wealth, andeffectively closing sales for appropriate Wachovia products and services.Maintain current licenses by completing appropriate continuing educationalrequirements. Exhibit comprehensive knowledge of benefits and features of allWachovia offered products, services and solutions to assist in the attainment ofclients goals. Adherence to all Bank policies to provide cleardirection and define priorities for sales teams. Ability to identify sales andmarket opportunities.
For more information, please click here to visit us at BankingandFinanceCrossing
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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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