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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships with High Net Worth individuals, delivering personalized financial planning and investment management services, and achieving revenue growth through effective sales strategies. Proficient in utilizing CRM systems to monitor sales activities and ensure exceptional client experiences.
Highest-signal resume keywords
Client Relationship ManagementFinancial Planning/AdvisorySales ManagementPresentation SkillsNASD Series 7,66 Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment ManagementRetail Banking ProductsBusiness LendingSales Strategy DevelopmentClient Needs AssessmentPipeline ManagementRevenue GrowthCredit SolutionsAsset Allocation
Soft Skills
Interpersonal SkillsRelationship ManagementWritten CommunicationVerbal CommunicationPresentation Skills
Tools & Technologies
CRM SystemsMicrosoft Office
Certifications & Qualifications
NASD Series 7 LicenseNASD Series 66 LicenseSAFE Mortgage Licensing Act Compliance
Industry Keywords
High Net Worth ClientsAffluent MarketFinancial ServicesRetail CreditInvestment Advisory
About the role
Key responsibilities & impact- Manage Client Relationships with High Net Worth business owners
- Serve as the primary point of contact, integration and responsibility for High Net Worth business owner clients
- Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to these clients
- Deliver a level of personalized, attentive service that clients deem outstanding
- Develop and deliver video (primary) and in person presentations to small and large groups
- Establish and periodically update understanding of client financial needs and conditions
- Work with clients and prospects to coordinate the information gathering and delivery of financial plans
- Meet revenue growth, profitability, and retention goals by developing new clients
- Successfully participate in the WRAP and the Truist Decathlon sales management process
- Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's CRM system
- Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience"
Requirements
What you’ll need- Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent education and related training
- Minimum of five years of experience working with affluent clients dealing with banking, investments, or financial planning or equivalent experience in outside sales and/or relationship management
- Minimum of five years of business and retail lending experience
- Advanced knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the affluent market
- Strong interpersonal, sales and relationship management skills
- Strong written, verbal and presentation skills
- NASD Series 7,66 or equivalent licenses (or completion within first 90 days of employment)
- Applicable state and health licenses
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- Ability to travel, occasionally overnight
Benefits
Comp & perks- medical insurance
- dental insurance
- vision insurance
- life insurance
- disability insurance
- accidental death and dismemberment insurance
- tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- paid holidays