Institutional Advisor

 •  First Citizens Bank Columbia, SC

5 - 7 years experience  •  Financial Services

Salary depends on experience
Posted on 08/14/17
5 - 7 years experience
Financial Services
Salary depends on experience
Posted on 08/14/17

Position Description

To provide exceptional client service to assigned Institutional accounts delivering asset management, advice, and administration through day to day oversight of relationships.

Principal Accountabilities:
Serve as primary point of client contact, ensuring quality and timeliness of client service delivery.
Accountable for client satisfaction and retention.
Responsible for and/or assist with new client acquisition and development; managing existing relationships and building an external and internal network of contacts to derive new clients.
Prepare for and attend client review meetings (i.e., board, committee, employee education, etc.).
Manage client profitability and develop a profitable book of business by designing and implementing various strategies based on client needs/goals.

Position Requirements

Basic Qualifications:
Bachelor degree with a minimum of 6 years trust, financial services, or financial operations experience -or- 6 years FCB specific trust experience.
-Or-
High school diploma or GED with a minimum of 10 years trust, financial services, or financial operations experience -or- 10 years FCB specific trust experience.

FINRA licensing required for certain fields: must either possess valid Series 6, 63, 65 licenses or obtain the licenses within 90 days of hire date.
Ability to read, interpret and communicate complex legal documents (wills, retirement plan documents, agency/investment management agreements, etc.).
Strong communication skills.
Strong negotiating and interpersonal skills.
Strong understanding of the investment markets and economics in general.
Work successfully in a team environment and deliver clear and effective presentations.

Job ID #: 28943

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