|| CA-All San Diego
West Coast/Northwest (CA, OR, WA, AK & HI)
||125,000 - 125,000
||200,000 - 200,000
||WMCs are experienced financial services professionals who are focused on identifying prospective clients that need comprehensive wealth management services. These prospective clients should have investable assets of $1MM or more. They should also represent new, incremental revenue for the bank.
The WMCs are responsible for creating demand. Then, orchestrating the sales process from lead generation through close. They partner with the appropriate professionals to manage the relationship throughout the sales process of wealth management services as well as other services available across the bank.
The WMC is both an advocate for the client and a “Front-door” to Wealth Management Services using the following steps:
? Develops strong and effective relationships with various Centers of Influence to generate referrals.
? Develops new business opportunities primarily from external third-party COIs.
? Partners with a Trust Officer, Investment Manager, Wealth Management Specialist and/or Private Banker to value assets and develop a financial strategy.
? Leads with value-based planning/profiling to identify and meet clients’ overall present and future wealth management needs.
? Not responsible for post-sale client relationship management.
|Education and Certifications/Licenses:
||University - Bachelor's Degree/3-4 Year Degree, None, None
|Mandatory Minimum Qualifications:
||Though experience will vary, WMCs are very proficient “Hunters”. They have a proven track record of generating referrals and assist in closing a diverse array of services including investment management, trust, banking and wealth planning business. They have strong experience at profiling prospective clients, developing wealth plans, and presenting to clients on a variety of investment strategies including investment management and trust products and other Wealth Management services. They may hold either the NASD Series 7, 63, 65 or 66. WMCs generate incremental business by using the following process:
? Focus externally to develop “Centers of Influence” and partner with Private Client Advisors
? Become a feeder source to PCAs and others
? Identify pockets of wealth and capitalize on external market opportunities that will contribute to the Wealth management growth objectives, i.e. Corporate Executives, Family Law Attorneys, Venture Capital, etc. (Anyone that can connect the WMC with people in need of wealth management services)
||Local Travel Only
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