What are the responsibilities and job description for the High-Net-Worth Client Advisor (Hiring Immediately) position at Busey?
Act as the primary relationship manager for a book of clients.
Frequently meet with clients; formulate the appropriate actions necessary to help the client and enhance their relationship with Busey.
Actively drive new sales opportunities.
Attend discovery / needs-based sales training.
Serve as resource for the team and act as a project leader from time to time
- Administer accounts in a manner that ensures smooth operational compliance with relevant governing instruments, legal requirements, and business line policies and procedures yet ensures a high level of client service.
Complete mandatory account reviews for the assigned accounts.
Actively make client recommendations consistent with the client's financial plan and Investment Policy Statement.
Meet and communicate with clients, including a review of the client's investment strategy and financial plan, on a regular basis.
Provide high level service to clients, beneficiaries, advisors, and other related parties to assigned accounts.
Escalate issues to the appropriate parties.Education & ExperienceKnowledge of :
Strong oral and written communication skills
Strong sales and client service skills
Wealth Management Services including Investments, financial planning, banking and trust concepts including asset allocation, and basic trust and estate procedures
A fiduciary approach to managing client relationshipsAbility to :
Develop and manage client relationships at an advanced level
Make independent decisions
Respond timely to client needs and requests
Partner with other associates on the team in a collaborative and client-focused manner
Understand and think strategically about each client's financial planning
Analyze and interpret numerical data
Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Perform duties under frequent time pressuresEducation and Training :
Requires Bachelor's degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients
Certified Financial Planner designation is preferred
Must be in good standing with First Busey Corporation continuing education.
On-going development and broadening of appropriate knowledge and skills; additional education will need to be successfully completed.
Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office SuiteBusey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability / Vets. Visit Busey.com / Careers to learn more about Busey's Equal Opportunity Employment.
