WEALTH MGMT ADVISOR - C - Indianapolis Indiana

Company: Company Confidential
Location: Indianapolis, Indiana
Posted On: 11/02/2009

GENERAL FUNCTION: Serves as coordinator and trusted advisor for client relationships with more than $1MM in investable assets to ensure the Private Bank experience is delivered. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals. Ensures service standards including execution and delivery are achieved. This position is paid via a commissioned basis.



DUTIES AND RESPONSIBILITIES:

SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES

Sales

* Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients / opportunities.

* Targets and profiles clients who drive sales results in AUM, Brokerage, Private Bank, Insurance, Wealth Planning, Equity Risk Management.

* Effectively profiles client and identifies needs for LOB referrals and cross selling.

* Demonstrates highly developed sales client contact and relationship management skills.

* Obtains new clients through detailed, targeted business plans.

* Earns referrals from clients and Centers of Influence (COI) including the Commercial Division and 3rd party advisors (e.g. Attorney, accountant).

Client Experience

* Coordinates client relationship to ensure the Private Bank experience is delivered.

* Delivers advice-based solutions based on the value ladder and the FTBP story following our Life 360 processes in a consistent manner.

* Identifies, assembles and collaborates with a customized team of specialists to deliver high-quality client service.

* Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.

* Delivers advanced planning techniques through knowledge of complex investment products and services.

* Coordinates and collaborates with client third party advisors (e.g., attorney, accountant).

* Partners and leverages internal and external service providers to optimize effectiveness and efficiency.

* Resolves problems as primary contact for client issues.

* Provides client with current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.

* Develops and executes an annual account plan appropriate for the service standards, including conducting quarterly/annual reviews and leveraging the appropriate specialists to ensure client needs are being met.

* Challenges and collaborates with the client to articulate and achieve their goals.

* Manages overall profitability of client relationship.

* Ensures process information recorded timely in CRM regarding status and activities.

* Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.

* Coordinates as primary point of contact for COI within Bank.

* Demonstrates a superior ability to gather information, assesses alternatives, and makes sound recommendations while mitigating risk.

* Leads the 90-day client on-boarding process.

* Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.

* Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.



SUPERVISORY RESPONSIBILITIES: None More...

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