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Wealth Management Relationship Manager

Description

Wealth Management Relationship Manager - Boca Raton, FL

Responsible for developing, managing and retaining a book of business of clients with focus in the US domestic market. The Wealth Management Relationship Manager maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, loan specialists, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank's BSA/AML, Compliance and Security Policies and Procedures.

Develops new client business using internal network (branches and Commercial Relationship Managers) and external knowledge of target market.


Minimum Education and/or Certifications Requirements:


Bachelor's degree in business, finance, economics or related field. Other degrees may be acceptable. Series 7 and 66. A masters' degree or other well-known professional certification are a plus.


Minimum Work Experience Requirements:


Two (2) to five (5) years of experience in wealth management business. Preferably with experience in the investment services and good knowledge of trust services


Technical and/or Other Essential Knowledge:


Dexterity in the use of financial systems and applications. Possesses knowledge of investment and banking products. Must have superior sales, negotiation and relationship management skills. Can manage large accounts independently.


For full job description and to apply online please visit our website at www.amerantbank.com/careers

Requirements

 

Job Snapshot

Location US-FL-Boca Raton
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Banking, Business Development, Finance
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Company Overview

Amerant Bank

At Amerant Bank, we empower our customers by providing them with the financial solutions they need to move forward. We do the same for our employees in that we provide an environment that allows them to pursue their career aspirations and enjoy a rewarding work experience. We recognize that everyone has their own career goals and definition of success. That’s why at Amerant Bank, we empower employees with the resources, support and opportunities to move their careers in the direction of their aspirations. Learn More

Contact Information

US-FL-Boca Raton
Amerant Bank
Snapshot
Amerant Bank
Company:
US-FL-Boca Raton
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Banking, Business Development, Finance
Store Type:

Description

Wealth Management Relationship Manager - Boca Raton, FL

Responsible for developing, managing and retaining a book of business of clients with focus in the US domestic market. The Wealth Management Relationship Manager maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, loan specialists, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank's BSA/AML, Compliance and Security Policies and Procedures.

Develops new client business using internal network (branches and Commercial Relationship Managers) and external knowledge of target market.


Minimum Education and/or Certifications Requirements:


Bachelor's degree in business, finance, economics or related field. Other degrees may be acceptable. Series 7 and 66. A masters' degree or other well-known professional certification are a plus.


Minimum Work Experience Requirements:


Two (2) to five (5) years of experience in wealth management business. Preferably with experience in the investment services and good knowledge of trust services


Technical and/or Other Essential Knowledge:


Dexterity in the use of financial systems and applications. Possesses knowledge of investment and banking products. Must have superior sales, negotiation and relationship management skills. Can manage large accounts independently.


For full job description and to apply online please visit our website at www.amerantbank.com/careers

Requirements

 
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