Job description

Overview

Responsible for exceptional delivery of financial services through a superior level of hands-on contact with high income earners or high net worth individuals. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.

Responsibilities

• Proactively develop pipeline of high-net-worth individuals and businesses with the ability to develop Wealth Management, Banking, and Insurance solutions
• A broad knowledge of Wealth Management, Insurance and Banking to effectively communicate guidance and solutions through a team approach to clients and prospects
• Create visibility and a network within the bank and other professionals who work within Wealth Management marketplace that includes, but not limited to accountants, third-party consultants, and attorneys
• Work with team to provide traditional bank and non-traditional bank solutions to meet the client’s needs: planning, investments, insurance, and fiduciary services
• General knowledge of credit & deposit solutions expected by high-net-worth individuals
• Service a loan portfolio, including managing loan exceptions and past dues
• Build & maintain customer loyalty by remaining focused on exceeding client expectations
• Maintain professional community relations, including leadership roles, to increase the bank’s visibility and new business opportunities, and to further professional development
• Perform additional duties as assigned
• Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals. (PBCA III only)

QualificationsFour-year college education

• Minimum 5 years’ expertise in one or more of the following disciplines:Sales with High Client Net Worth

Insurance – Sales and or Service
Legal – Practicing Attorney or Estate Planning
Accounting – CPA or degree in accounting
Investment Planning – Certified or Experience with High Net Work Clients
Loan/ Deposit/ Banking – related work experience to include previous lending experience
Estate Planning – Experience with High-Net-Worth Clients

• General Knowledge with more that one of the following:bank products and services including deposit and loan products

document preparation and new accounts systems
negotiable instruments or contracts
sales principles

• Basic Knowledge of more than one of the following disciplines:Investment strategies implemented by High-net-worth clients

Estate planning strategies implemented by High-net-worth clients
Insurance strategies implemented by High-net-worth clients

• Judgment in making loan decisions
• Experience dealing with sophisticated clientele
• Strong analytical ability
• Advanced interpersonal skills
• Must possess effective verbal and written communication skills
• Proven ability to build relationships
• Customer contact and sales and service skills
• Ability to work with others
• Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience
• Previous financial institution experience
• Previous investment experience with 7, 63 or 66, and insurance licensure preferred

Job Type: Full-time

Pay: From $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Jackson, MS: Reliably commute or planning to relocate before starting work (Required)

Experience:

• high client net worth: 5 years (Preferred)

Work Location: In person

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