International Wealth Advisor II
International Wealth Advisor II
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Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The International Wealth Management (IWM) Advisor 2 serves with the NonResident/Foreign Nationals client segment including PEPs PICS and select professional firms managing a portfolio of approximately 50100 clients. The IWM Wealth Advisor 2 develops and maintains a portfolio of important revenue generating client relationships within the defined affluent market segment based upon objective and sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor 2 provides integrated delivery of a broad range of wealth management products and services including financial planning asset management personal trust and estate planning insurance and risk management services consumer/commercial credit residential mortgage solutions CRE and general personal & business 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.
1. As the primary point of contact integration and responsibility for IWM clients WAs sell deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to our affluent NRA clients. WAs should deliver a level of personalized attentive advisory service that clients deem outstanding.
2. The role requires significant relationship management business development presentation and sales skills that establish the IWM WA 2 as a trusted clientfocused financial advisor with capabilities to serve affluent clients including uppertier affluent clients ($5MM). Generates $1.5MM and <$3MM in annualized book revenues.
3. 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.
4. Provides integrated delivery of a broad range of retail products and services including financial planning asset management personal trust and estate planning insurance and risk management services consumer/commercial credit residential mortgage solutions CRE and general personal & business banking services.
5. 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. .
6. Establish and maintain mutually beneficial business relationships with centers of influence such as internal regional partners (i.e. Business Bankers Corporate Bankers local advisory board members etc.) and external partners such as CPAs attorneys civic associations and other individuals and organizations that will enhance your business development efforts.
7. Keep abreast of changing global geopolitical legal financial planning investment trends and general market and business issues affecting wealthy International clients. Serve as a personal financial planning/advisory resource for clients their attorneys and CPAs
8. Provide mentoring to less experienced Wealth Management staff in support of establishing an extraordinarily high level of professionalism client service and responsiveness.
9. Work within the existing audit compliance and regulatory framework in order to ensure a high quality compliant portfolio of client relationships and IWM internal reporting requirements.
10. Participate in the ongoing implementation and development of the IWM platform.
11. 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.
QUALIFICATIONS
Required Qualifications:
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.
1. Bachelors Degree preferably with concentrations in personal financial planning investment management business administration accounting finance or banking or equivalent education and related training
2. Minimum of 5 or more years of progressively more responsible International banking investment and personal financial planning/advisory related experience with experience in affluent client relationship management and business development with complex and significant client cases.
3. FINRA: 7 & 63 65 or 66 and 215 Health Variable & Life insurance license.
4. Strong oral written and presentation skills. Well organized flexible and able to prioritize tasks. Proficiency using Word Excel and PowerPoint skills.
5. International Travel is required.
6. Spoken and written fluency in one or more languages other than English is required depending on markets served.
7. A sound 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
8. Establish and maintain mutually beneficial business relationships with centers of influence such as internal regional partners (i.e. BSOs Corporate Bankers local advisory board members etc.) and external partners such as CPAs attorneys civic associations and other individuals and organizations that will enhance your business development efforts.
9. Keep abreast of changing economic legal financial planning investment trends and general market and business issues affecting affluent clients. Serve as a personal financial planning/advisory resource for clients their attorneys and CPAs.
10. Work within the existing audit compliance and regulatory framework in order to ensure a high quality compliant portfolio of client relationships.
11. Provide mentoring to less experienced Wealth Management staff in support of establishing an extraordinarily high level of professionalism client service and responsiveness.
Preferred Qualifications:
1. Masters degree in Finance accounting or International Business.
2. CFP CFA CIMA CTFA
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any nontemporary position for which you apply based on fulltime or parttime status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
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Required Experience:
Intern
Employment Type
Full-Time
