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Institutional Advisor Job
First Citizens Bank | Columbia, South Carolina
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Job Description

Institutional Advisor
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Job ID #: 28943
Location: SC-Columbia
Functional Area: Wealth Management - Sales
Employment Type: Full-Time Exempt
Education Required: High School Diploma
Experience Required: 10 or more years
Days and Hours: M-F 8-5
Physical Address: 1230 Main St, Columbia SC 29201
Department Name: Institutional Trust

Position Description

To provide exceptional client service to assigned Institutional accounts delivering asset management, advice, and administration through day to day oversight of relationships.

Principal Accountabilities:
Serve as primary point of client contact, ensuring quality and timeliness of client service delivery.
Accountable for client satisfaction and retention.
Responsible for and/or assist with new client acquisition and development; managing existing relationships and building an external and internal network of contacts to derive new clients.
Prepare for and attend client review meetings (i.e., board, committee, employee education, etc.).
Manage client profitability and develop a profitable book of business by designing and implementing various strategies based on client needs/goals.

Position Requirements

Basic Qualifications:
Bachelor degree with a minimum of 6 years trust, financial services, or financial operations experience -or- 6 years FCB specific trust experience.
High school diploma or GED with a minimum of 10 years trust, financial services, or financial operations experience -or- 10 years FCB specific trust experience.

FINRA licensing required for certain fields: must either possess valid Series 6, 63, 65 licenses or obtain the licenses within 90 days of hire date.
Ability to read, interpret and communicate complex legal documents (wills, retirement plan documents, agency/investment management agreements, etc.).
Strong communication skills.
Strong negotiating and interpersonal skills.
Strong understanding of the investment markets and economics in general.
Work successfully in a team environment and deliver clear and effective presentations.

One or more ABAICB designations CTFA, CRSP, CCTS, etc.
Experience in one or more of the following institutional trust fields retirement plans, philanthropic, custody/escrow.
Relationship management experience.


First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.