Truist International Wealth Advisor (location choice - Miami, Palm Beach or Fort Lauderdale, FL) in Coral Gables, Florida
Req ID: R0043558
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
The International Wealth Management (IWM) Wealth Advisor serves the Non Resident/Foreign Nationals client segment including PEPs, PICS and select professional firms, managing a portfolio of approximately 50-100 clients. The IWM Wealth Advisor develops and maintains a portfolio of important revenue generating client relationships within the defined affluent Non-Resident market segment based upon objective and sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor provides integrated delivery of a broad range of Wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services to international clients.
Truist International Wealth Management serves as the International Center of Excellence for the Bank. Our focus is to develop and deepen relationships with international clients, delivering expert advice and tailored financial solutions through the combination of needs anticipation, sound investment management and a broad offering of banking and investment services while mitigating potential risk for clients, Truist and our shareholders
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Responsible for new client acquisition and the growth, enhancement and retention of their existing book of business. Seek to grow AUM, Deposits & Loan portfolios through outside & internal referrals.
Establish and update periodically your understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Actively monitor directly assigned investment accounts for adherence to investment and asset allocation objectives and policies.
The role requires significant relationship management, business development, presentation and sales skills that establish the WA as a trusted, client-focused, financial partner of affluent clients. Client focus ($1-5MM) and generates <$1.5MM in annualized book revenues.
Nurture existing relationships with Branch, PFA and commercial teams to generate more client referrals. Be an active participant in our IRM process. Establish and maintain excellent working relationships with various product and service specialists (IRM Partners) who are designated to support your client service and development efforts. Ensure an integrated and seamless approach to developing, servicing and enhancing your client portfolio.
Keep abreast of basic changing global geopolitical, legal, financial planning, investment trends, general market, and business issues affecting wealthy International clients. Serve as a personal financial planning/advisory resource for clients, their attorney's and CPA's
Ensure that current clients and prospects meet the Bank's client suitability standards while adhering to all Bank policies and procedures.
Comply and adhere with all IWM internal compliance and operations reporting requirements.
Satisfy all regulatory license requirements. The list includes Firm Element CE, AML Training, the Annual Compliance Questionnaire, and any additional product and/or license specific training requirements.
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
3 or more years of International, Financial and Wealth Services Industry knowledge or equivalent experience.
FINRA 7 & 66 and 215 Health Variable & Life insurance license. (or to be obtained within 100 days)
Excellent oral, written and presentation skills. Well organized, flexible and able to prioritize tasks. Proficiency using Word, Excel and PowerPoint skills.
International Travel is required.
Spoken and written fluency in one or more languages other than English is required depending on markets served. Spanish is a requirement
Very strong client management skills with the ability to sell a wide range of products and services, and very strong to excellent Client Service Skills. Assertive in asking for business, developing leads and developing referral sources which includes Centers of Influence.
Fundamental working knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the affluent market. Solid knowledge of all wealth management international products, services and culture.
Undergraduate degree in Accounting, Finance or Business major preferred. 7+ years of experience working with the International Client Segment as an Advisor.
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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