Lead Wealth Management Banker – Safe
| Company | Wells Fargo |
|---|---|
| Location | Raleigh, NC, USA, Greensboro, NC, USA, Wilmington, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- 5+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- Lead complex initiatives to develop new and manage existing High Net Worth client relationships with broad impact and act as key participant in large scale planning for Wealth Management Banking
- Work as part of a Wealth team that utilizes and integrated planning approached to recommend strategies that utilize Wells Fargo’s individual and institutional capabilities to create, enhance, and maintain client wealth
- Review and analyze complex custom credit and deposit strategies and solutions to clients that require in depth evaluation of multiple factors including intangibles or unprecedented factors
- Utilize solid banking practices to strategize and advise clients on appropriate credit and deposit strategies and products and to manage complex customized credit portfolios
- Make decisions in banking practices to strategize and advise clients on appropriate credit and deposit strategies and products
- Manage complex customized credit portfolios requiring solid understanding of the function, policies, procedures and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives
- Collaborate and consult with peers, colleagues and more experienced managers to resolve issues and achieve goals
- Interact with internal and external customers
Preferred Qualifications
- FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
- Experience working with UHNW clients
- Excellent sales and relationship management skills
- Strong knowledge of credit and cash management services
- Excellent sales advisory and discovery skills
- Knowledge of wealth management products and referral partnerships