Wealth & Investment Client Advisor- Ft. Myers

Job Description: Position summary: Manages a portfolio of approximately 100 clients primarily in the wealthy segment (defined as clients with total investable assets between $1mm to $5mm or with annual personal income of $250,000 or greater).  Proactively profiles assigned clients to uncover all financial needs using the SunTrust consultative sales process and identifies and introduces all appropriate financial solutions and SunTrust specialists to the client to deepen client relationships.  Develops a client relationship plan for all "high priority" clients as outlined in the defined service standards and ensures that service standards for all client relationships are established and met.  Maintains updated relationship history to support ongoing relationship expansion activities.  Coordinates relationships with other SunTrust product specialists, including investments, trust, mortgage, insurance, etc, using a team approach in delivering solutions to client's financial needs and to increase wallet share with assigned clients.  Abides by the SunTrust client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities to the appropriate line of business to ensure clients are in the correct delivery channel.  Acquires new clients through targeted prospecting, strong relationships with clients, referral sources, and Centers of Influence. Typically manages a portfolio of clients with assets under management of more than $30mm and less than $60mm along with total loans and deposits of more than $50mm..

 

Qualifications:

Minimum Requirments:

Undergraduate degree with 6 years of lending or relationship management experience.  Demonstrates solid investment knowledge and the ability to deliver solid Financial Planning via Financial Profiles Forecaster software.  Has solid to strong Credit Knowledge to personally deliver medium to complex credit solutions for commercial and consumer credits - in particular to the medical specialty market.  Possesses strong Deposit/General banking knowledge to personally deliver standard bank products such as deposits, credit cards, mortgages, etc. to assigned clients and prospects per the client relationship plan.  Has a strong knowledge of all wealth management products and services.  Very strong Sales and Client management skills with the ability to sell a wide range of products and services.  Very strong Client Service skills.  Maintains proper licenses including Series 7, Series 65/66,  and Insurance and ensures that appropriate continuing education requirements are met where needed.  Must obtain licenses, if not already in possession, within 12 months of assuming position. Excellent oral, written, and presentation skills.  Well organized and flexible;  able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities.

 

Preferred Requirements:

Word, excel, and Power Point skills preferred.  5 years of credit experience preferred.  Undergraduate degree preferred. 5+ years experience in working with this client segment as a Client Advisor or similar position.

 



SunTrust offers a comprehensive benefits package including medical and dental coverage, flexible spending accounts, life insurance, retirement plan, 401K, vacation, paid holidays and discounted banking services.  SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer, M/F/D/V.



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