Institutional Consultant III

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 provides client service to institutional accounts for the Wealth Management department of the Bank. Serves as the primary relationship manager and point of client contact. Determines client financial needs in order to appropriately manage assets and enhance profitability. Prepares review meetings and addresses client inquiries. Supports the development of new business to achieve client acquisition, retention, and satisfaction objectives.

Responsibilities

• Relationship Management - Responsible for the satisfaction and retention of assigned institutional accounts. Serves as the principle point of contact and service provider. Assists larger department efforts to build, develop, and maintain client relationships.
• 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.
• Client Acquisition - Assists efforts to attract new clients to the Bank's wealth offerings through a variety of methods. May network or represent the Bank at community events.
• Account Administration & Monitoring - 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.