Truist·1 day ago
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Wealth Private Banking Advisor II - Richmond, VA or Virginia Beach
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What you'll do
- Deepen client relationships around banking, credit, and insurance.
- Coordinate with Financial Advisors to deliver tailored banking solutions for high-net-worth clients.
- Ensure a perfect client experience.
- Foster effective partnerships.
What they're looking for
- Experience in banking, credit, and insurance
- Ability to coordinate with Financial Advisors
- Experience delivering tailored banking solutions for high-net-worth clients
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for a Wealth Private Banking Advisor II to deepen client relationships around banking, credit, and insurance. This role involves coordinating with Financial Advisors to deliver tailored banking solutions for high-net-worth clients, ensuring a perfect client experience and fostering effective partnerships.
Skills
- client relationship management
- financial solutions
- wealth management
- financial planning
- sales strategy development
- regulatory compliance
- investment knowledge
- training development
- market trends analysis
- insurance knowledge
- lending products
- consultative communication
- team collaboration
- client education
- presentation skills
- conflict resolution
- goal setting
Company
Truist
Richmond, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.