Experience:
3-5 years of experience
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Employment Type:
Full time
Posted:
8/23/2017
Job Category:
Sales
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Client Advisor, Private Wealth Management (Nashville, TN)
Suntrust Banks, Inc. | Nashville, Tennessee
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Job Description

Client Advisor, Private Wealth Management (Nashville, TN)-W443167

Description

SUMMARY:

Manages a portfolio of approximately 150-200 clients, with the majority in the Core client segment, defined as clients with total investable assets between $1-$5MM or individual annual client revenue $15K or greater.

Serves as primary relationship advisor for clients and is responsible for developing and deepening client relationships through a high level of client service and through delivery of the bank's credit and deposit solutions. Coordinates the overall client strategy in close partnership with other professionals on the team to meet the investment, trust, risk management, and planning needs of clients. With the exception of credit and deposit solutions, relies heavily on teammates for development of advice and implementation of solutions. Thrives in a team based approach to deliver the full suite of PWM solutions to client.

Relies on the SunTrust network to generate client acquisition. Primarily connected to retail LOB partners. Also focused on targeted prospecting and developing relationships with external referral sources. Generates significant revenue through meeting more needs of existing clients. Reserve client opportunities would be referred to Client Advisor 3 or Wealth Advisors.

Qualifications

Knowledge, Education, Certification, Licenses

Required: Bachelor's Degree with very strong credit knowledge, solid deposit/general banking knowledge, basic investment knowledge and excellent knowledge of all Wealth Management products and services. Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses.

Preferred: Bachelor's Degree in Accounting, Finance or Business. CFP designation or equivalent.

Skills and Abilities

Required: Dominant strength in credit underwriting and cash flow analysis. Heavy focus on client delight/client service. Very responsive to client needs. Build strong relationships with client

and is assertive in asking for business and for referrals from existing clients.

Emphasizes personal connections in the sales process. Very relatable. Effective time

management skills. Self starter who is effective at lead generation and developing COIs. Very

team oriented and able to quickly bring in specialists onto team. Rely heavily on other

teammates to explain rationale behind investment and planning recommendations. Well

organized and flexible; able to adapt to change as well as determine and focus on top priorities in

a fast-paced environment with multiple priorities. Excellent oral, written and presentation skills.

Preferred: Superior sales, client management and client service skills with the ability to sell a wide range of products and services.

Experience

Required: 3 years of sales and client management experience in the Wealth Services industry or degree and demonstrated ability to manage portfolio book of $1MM.

Preferred: 5 years of sales and client management experience in the Wealth Services industry or degree and demonstrated ability to manage portfolio book of $3MM.

Job:Private Wealth Management
Primary Location: TN-Nashville Area
Work Locations: SunTrust Plaza Nashville

401 Commerce Street

Nashville 37219

Schedule:Full-time

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

To review the EEO Poster, copy and paste the following link into your brower: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

About Suntrust Banks, Inc.

SunTrust Banks, Inc. (SunTrust) primarily operates as a financial services holding company. Through its principal banking subsidiary, SunTrust Bank (the Bank), the Company provides deposit, credit, and trust and investment services. Through its subsidiaries, SunTrust also provides mortgage banking, credit-related insurance, asset management, securities brokerage and capital market services. The Company operates in five business segments: Retail, Commercial, Corporate and Investment Banking (CIB), Wealth and Investment Management, and Mortgage. The Bank operates primarily in Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee, Virginia and the District of Columbia. SunTrust provides clients with a selection of technology based banking channels, including the Internet, automated teller machines (ATMs), personal computers and around-the-clock telebanking. In May 2008, SunTrust completed the acquisition of GB&T Bancshares, Inc.

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