Wealth Strategist - Private Bank

Profile

Wealth Strategist - Private Bank
Duties: Cultivates existing bank clients as well as internal and external business and personal contacts to identify and develop prospective clients. Researches prospect’s financial picture and possible needs to determine how to best provide service. Utilizes the Private Banking team of professionals to develop, enhance, and retain prospective and existing relationships. Composes letters and emails to prospective clients and follows up with telephone calls to arrange meetings. Presents Private Banking product materials to prospective client or designated liaison (e.g. attorney, CPA, etc.). Responds to questions, consulting bank partners for additional product/service information when necessary. Conducts additional prospect analysis to further determine services. Consults with clients and their attorneys on the benefits of estate planning products/services. Analyzes property/assets and develops alternatives (e.g. creation of living or insurance trusts). Consults with clients and their attorneys to determine appropriate plans for estate taxes. Utilizes knowledge of inheritance, gift, income, and estate taxes to sell services to clients. Summarizes account assets to determine eligibility, qualifications, and tax classification. Maintains current in-depth knowledge of a full range of trust-oriented services and investment solutions (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and tax planning). Develops a perspective on individual client situations to use as a vehicle for selling Private Banking services. Maintains periodic contact with client and acts as a liaison between the client and the rest of the Private Banking team for various activities (e.g. setting up accounts, facilitating transactions). Sets personal sales goals with manager based on sales history and product knowledge.

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