דרושים International Wealth Advisor Ii ב-Truist ב-United States, Miami

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

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. Manage/mitigate credit risk of ABL portfolio transactions.
2. Complete on-time, accurate, well-articulated amendment memos, trend cards, and problem loan reports; maintain risk ratings and financial spread; maintain credit files, manage collateral diligence including review and analysis of field exams and appraisals and maintain regulatory requirements.
3. Understand and adhere to various Truist policies, processes, procedures and regulatory requirements.
4. Restructure and manage problem loans with input from risk partners.
5. Manage ABL credit, operational and market risk within pre-approved risk tolerance levels.
6. Work with originations, structuring, legal, compliance and risk partners to align strategic objectives, share market knowledge, and facilitate seamless execution.
7. Work closely with and develop junior talent.
8. Demonstrate Truist culture and values.

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. BA/BS degree
2. 7-11 years of related work experience
3. Strong technical skills, (including financial analysis, modeling,)
4. Demonstrated analytical skills – ability to distill complex data into concise and relevant issues.
5. Strong interpersonal skills which foster teamwork, trust and accountability
6. Demonstrated ability to collaborate across functional areas to facilitate execution

Preferred Qualifications:

1. MBA degree, with a Finance focus
2. Diversified product structuring/underwriting/portfolio management experience

Regular or Temporary:

English (Required)

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.2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
3. Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue

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. Bachelor's degree or an equivalent combination of education and related work experience
2. 5 years of sales experience of financial or treasury products and/or services
3. Maintains deep understanding of bank's Working Capital solutions
4. Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position

1. 7+ years of sales experience of financial or treasury products and/or services
2. CFA Designation
3. Maintains up to date knowledge of Treasury Trends & Best Practices
4. Expected to be subject area experts in one (or more) specific skill sets, business areas or products

Regular or Temporary:

English (Required)

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, WA's 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. WA's 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, client-focused, financial advisor with capabilities to serve affluent clients, including upper-tier 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. .

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 attorney's and CPA's

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. Bachelor's 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. BSO's, Corporate Bankers, local advisory board members, etc.), and external partners such as CPA's, attorney's, 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 attorney's and CPA's.

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. Master's degree in Finance, accounting or International Business.

2. CFP, CFA, CIMA, CTFA

Regular or Temporary:

English (Required)

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, WA's 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. WA's 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, client-focused, financial advisor with capabilities to serve affluent clients, including upper-tier 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. .

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 attorney's and CPA's

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. Bachelor's 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. BSO's, Corporate Bankers, local advisory board members, etc.), and external partners such as CPA's, attorney's, 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 attorney's and CPA's.

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. Master's degree in Finance, accounting or International Business.

2. CFP, CFA, CIMA, CTFA

Regular or Temporary:

English (Required)

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. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms.

2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.

4. Act as "face" of private practice within LSG firm relationship teams for assigned firms.

5. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank.

6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition.

7. Document all client interactions via CRM system.

8. Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.)

9. Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market.

11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.

12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.

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. Bachelor's Degree

2. 5-7 years or more of banking experience in portfolio-oriented roles

3. FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position

4. Extensive knowledge of banking products and services, corporate banking & private banking arenas.

5. Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act

6. Proven success in the acquisition of new personal client relationships.

7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs.

8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families.

9. Has strong consultative and client management skills with the ability to sell a wide range of products and services.

10. Excellent oral, written, presentation and client service skills.

11. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams.

12. Solid understanding of the legal profession.

13. Strong knowledge of Microsoft Office Products.

Preferred Qualifications:

1. CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree.

Regular or Temporary:

English (Required)

Essential Duties and Responsibilities

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.

Bachelor's degree, or equivalent education and related training Three to eight (3-8) years of experience Clear understanding of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products