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Reference Number:
lddr1911446
Job Description:
Job #: 10079 Title: Investment Management and Trust Business Development Officer Job Location: OR-Portland
West Coast/Northwest (CA, OR, WA, AK & HI) Job Categories: WealthMgmt~Asset/Invest. Mgmt. (WMA); WealthMgmt~Personal Trust (WMPR); WealthMgmt~Private Bnkg. (WMPB) Industries: Banking Base Compensation: Low: $100,000 High: $130,000 Total Compensation: Low: $130,000 High: $200,000 Is Employer Willing to Relocate : Why is This a Great Opportunity Reputable financial firm is building out their wealth management practice. Job Description: Responsible for developing new trust/investment management accounts to meet established growth and profitability objectives. Focuses on large, complex, profitable customer relationships. Promotes and sells investment products and services in accordance with established sales policies and procedures. Works primarily with business customers through interaction with the Banks commercial banking centers. Develops new customer prospects and works with Trust and Private Client Services (T&PCS) staff to solicit additional business from existing clients. Completes reports as requested by management to support sales disciplines, pipeline reporting and calls. Job Specifications Field of Experience • Thorough knowledge of trust and investment management sales. Good understanding of life insurance (including insurance products and 401k retirement plans) to refer • Working knowledge of trust sales/administration. QUALIFICATIONS Mandatory Minimum Qualifications - Must Have: Required Education or Equivalent Experience • Bachelors Degree • Certification Required Experience • Three to five years Required License/Certification ( optional) • NASD Series 7, 63, and state insurance license(s) Education: Bachelors Certifications: None Licenses: None Total Years of Experience: 3-4 Years of Experience in Present Position: 3-4
Experience Level:
Unspecified
Requirements:
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