Location City: Western portion of state
Location State: MA
Base Salary: $125,000 - $130,000 DOE
Bonus & Incentives: Includes: 1) Annual bonus incentive eligibility. Payout has averaged 30%. 2) Stock Options
Position Responsibilities: Subsidiary bank seeks wealth management executive to drive expansion. Will create effective sales team and organizational structure from roots of legacy trust business. Strategic focus will be to maximize profits margins, drive accelerated sales growth, ensure quality client service & business retention, expand client relationships to include as many bank services as appropriate, and attract and retain quality talent .
Education and Certifications/Licenses: Bachelors, CFP preferred, estate / tax planning
Mandatory Minimum Qualifications: 1) Demonstrated knowledge of wealth management business,) 2)proven team player approach to work, and 3) a goal driven attitude that is contagious, 4) a player/coach.
Preferred Qualifications: BEHAVIORS: A) Professionalism - * Corporate ownership * Ability to see the Big Picture * Gains acceptance through negotiation * Articulates ideas concisely * Demonstrates self-control * Develops networks and builds alliances B) Commitment - * Builds support for strategies and Promotes change * Industry awareness * Organizational understanding * Supportive of Organizational change
Additional Comments: This position will ensure that the Private Banker within Wealth Management is strategically positioned in the marketplace as financial advisors to clients with emphasis on relationship building. The Private Banking group will take the lead role in customer relationship management. Private Banking personnel will identify needs, prioritize and draw upon a wide range of solutions, integrating individual strategies into one comprehensive plan. This position will hold department members accountable for ensuring quality, growth and profitability of a portfolio of secured and unsecured commercial loans and deposits, and identification of a full range of customer wealth management needs and appropriate sale of products and services to satisfy those needs. By continuous networking through external and internal centers of influence, will ensure increased market awareness of the Groupís role as advocates for its clients and the excellence of its service. Position the Group for growth and expansion, both in terms of dollars and geography. Enhance the Groupís image as an exclusive service. Explore the feasibility of new products and services that will proactively address the needs of our clients by maintaining current knowledge of client desires, industry trends and competitorsí products and services. Ensure that the firm is well positioned to maximize opportunities for Private Banking.
Benefits: Extremely comprehensive employee benefit program.
Overnight Travel: Limited
Relocation Assistance: Yes
To apply for this Job: please send your resume to <[email protected]> and reference the job number.
