Job Family: Wealth Management
Job Sub-Family: Wealth Relationship Management
Career Specialization: Wealth Relationship Management - Trust
Career Stream: Professional
Career Level: P4
Job ProfileSub-Family DefinitionWealth Relationship Management is responsible for the processes associated with wealth management relationship management, including the development of new client relationships and the maintenance of existing ones to enhance client satisfaction and loyalty. Activities may include:
- Assessing client needs, providing personalized financial advice, coordinating investment strategies, and ensuring effective communication between clients and the wealth management team.
- Specialty services such as estate planning, retirement solutions, and tax optimization strategies.
- Monitoring client portfolios, addressing client inquiries, and implementing strategies to deepen client engagement and drive business growth within the wealth management sector.
Career Specialization DefinitionWealth Relationship Management - Trust is responsible for developing, managing, and growing trust and fiduciary client relationships while delivering financial, estate, and fiduciary solutions that align with client objectives. Activities may include relationship management, business development, trust administration oversight, and client advisory support. Other duties as assigned.
Career Level DefinitionRecognized subject matter expert in a job area typically obtained through advanced education and work experience. Responsibilities typically include:
- Managing large projects or processes with limited oversight from manager.
- Coaching, reviewing and delegating work to lower level professionals.
- Problems faced are difficult and often complex.
Knowledge & Experience- Bachelor's Degree required; equivalent combination of education and experience may be considered
- Typically requires 6 - 8+ years prior experience, with deep knowledge of job area
Required Certifications/Licenses- May require obtaining and/or maintaining NMLS registration
- May require applicable licenses and/or certifications
Job Code: WMWRMTP4
FLSA Status: Exempt
Salary Grade: 119
