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Wealth Management - Vice President

Company: Carmeuse
Location: Birmingham
Posted on: November 23, 2020

Job Description:

We're looking for a candidate to fill this position in an exciting company.

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Drive business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of the firm.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security
    • Six plus years of work experience in Private Banking
    • Bachelors Degree required; MBA, JD, CFA, or CFP preferred
    • Series 7 & 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
    • Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
    • Proactive, takes initiative, and uses critical thinking to solve problems
    • Focuses on the client experience and works tirelessly on the client's behalf
    • Proven sales success and strong business acumen
    • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
    • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
    • Strong community presence with an established network
    • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
    • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Keywords: Carmeuse, Birmingham , Wealth Management - Vice President, Executive , Birmingham, Alabama

Click here to apply!

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