- Location: US-MI-Traverse City
- Job Type: Full Time
- Industry: Banking
- Job Function: Sales/New Business Development
- Compensation Profile:
- Salary Range: $100,000 - $120,000 year, based on experience
Description:Our client, one of the nation's largest bank holding companies, is looking to hire a Client Advisor in its Traverse City, Michigan market.
Responsibilities include:
In this key role you will serve as the primary new business generator, spending a majority of your time in the market selling. Client Advisors are the primary liaison between Private Client Group and internal referral sources as well as external Centers of Influence. Will function as the "relationship quarterback" for the Client Management Team and be responsible for coordinating and directing sales activity within the team. Client Advisors have overall responsibility and accountability for revenue generation while growing banking, trust and brokerage relationships. This professional is also accountable for client retention. Client Advisors will be an expert in at least one of the disciplines, but must possess sufficient competence in all disciplines to effectively identify opportunities to leverage the appropriate expertise from the Client Management Team.
Requirements: : Bachelors Degree and 5 or more years of related experience demonstrating excellent business growth results are required. This position requires broad technical knowledge of banking, trust and investment management strategies. Excellent sales, organizational and leadership skills, including the ability to leverage others to get things done, are essential. Must have: *
Extensive experience in business development
*
Experience in wealth management/private client group
Other:
- Work Hours:
- Travel: 0-10%
Contact:
- William Jaques
Jaques and Associates, LLC
22030 Robins Way
Mattawan, MI 49071
US
- voice: 269-668-4979
- fax: 269-668-3649
- email:
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