Institutional Consultant Expansion
Company: First Citizens Bank
Location: Beverly Hills
Posted on: October 5, 2024
Job Description:
Overview: This is a hybrid role, with the expectation that time
working will regularly take place inside and outside of a company
office. - -This position serves as the primary relationship manager
and primary point of contact for institutional accounts in the
Wealth Management department. Leads client servicing, satisfaction,
and retention efforts for the work group. Provides expert advice on
client asset management, financial needs, and personalized
strategies. Facilitates the acquisition and development of new
business by participating in community activities, building a
network of contacts, non-bank client identification and calling and
attending marketing / entertainment events. May provide oversight
to less experienced associates in the work group and assist
management with special projects. Responsibilities:
- Relationship Management - Responsible for the satisfaction and
retention of assigned institutional accounts. Serves as the primary
point of contact and service provider. Assists larger department
efforts to build, develop, and maintain client relationships.
Develop and maintain proficiency in the Investment markets.
- Account Administration & Monitoring - Provides timely responses
to client information requests, same day unless otherwise
communicated to client. Acts independently, and with exceptional
judgement to address client needs and concerns, while keeping
wealth team members informed of client activity. Serves as first
line of defense while servicing client needs to ensure mitigation
of financial risk to the Bank. Monitors all activities of assigned
accounts; ensures all accounts are in compliance. Processes
transactions and ensures accuracy of all required account
documentation. Including but not limited to trading, cash movement,
client communication, and compliance requirements.
- Client Acquisition - Promotes Institutional Trust products and
other demonstrates external calling efforts to attract new clients
to the Bank's wealth offerings. Builds an internal and external
contact network to leverage acquisition of new opportunities.
- Community Outreach - Represents the Bank and the Institutional
Trust Services division in the community through involvement in
civic and professional organizations. Utilizes industry connections
to promote services, create awareness, and cultivate referral
opportunities. Communicates new developments, products, or services
within the industry to other wealth associates and banking
partners
- Investment Proficiency - Maintains knowledge of offered
institutional products and services, as well as clients' conditions
and overall relationship with the Bank, in order to provide
appropriate financial advice Qualifications: Bachelor's Degree and
8 years of experience in Trust, Financial Services, Financial
Operations, or First Citizens Bank Trust OR High School Diploma or
GED and 12 years of experience in Trust, Financial Services,
Financial Operations, or First Citizens Bank Trust -License or
Certification Type: Possess valid Series 6, 63, 65, or 66, and
state-specific life and health insurance licenses RequiredSkill(s):
Ability to read, interpret, and communicate complex legal
documents, Understanding of the investment markets and economics in
general, Understanding of Qualified Retirement Plan Market,
Understanding of Philanthropic & Charitable Market -The base pay
for this position is generally between $187,000 and $216,000.
Actual starting base pay will be determined based on skills,
experience, location, and other non-discriminatory factors
permitted by law. For some roles, total compensation may also
include variable incentives, bonuses, benefits, and/or other awards
as outlined in the offer of employment. -First Citizens benefits
programs are designed to meet our associates where they are in
life. Full-time associates (20+ hours) are offered a comprehensive
benefits program, with customized offerings, including those
designed to support families, however defined. More information
regarding our benefits offerings can be found here:
https://jobs.firstcitizens.com/benefits.
Keywords: First Citizens Bank, Thousand Oaks , Institutional Consultant Expansion, Professions , Beverly Hills, California
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