Wealth Management Business Development

Position Summary: Develops new relationships for the company with a focus on investment and trust relationships. Works with internal colleagues to implement relationship development activities. Works with external professionals to build relationships.

Essential Functions:

• Cultivates relationships with prospects to open fiduciary and investment accounts
• Solicits future fiduciary appointments for the bank
• Identifies new prospects through participation in community activities
• Establishes and maintains relationships with other professionals including attorneys, CPAs, life insurance agents and others specializing in fiduciary and investment activities
• Maintains prospect files on Contact Management and in office
• Actively refers loan, deposit and other services to appropriate internal personnel to meet clients need
• Maintains contact with existing clients to solicit additional referrals and enhance client relationships
• Prepares marketing plan and goals to help offices reach budgeted revenue
• Assists with planning and set up of internal and external special company-sponsored events
• Maintains and updates personal knowledge to stay current with trends in estate, retirement and financial-planning topics and strategies
• Ensures compliance with federal and state banking regulations
• Required regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required. This is not a remote-work position

Required Education, Skills and Experience:

• Bachelor’s Degree in Business related field from an accredited university and equivalent of 5 years of progressive experience developing trust and/or investment client relationships for a wealth management company.
• Must have demonstrated ability to acquire new relationships, with a focus on trust and investment services, through a disciplined and sustained calling effort to centers of influence and other sources to generate new business relationships.
• Advanced knowledge of trust and investment solutions, as well as general financial-consulting abilities, acquired through experience or certification.
• Must be proficient in Microsoft Office: Outlook, Word and Excel.
• Excellent written and oral communication skills required.
• Excellent interpersonal skills and team player.

ADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.

Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.

Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary.

Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.

FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications.

FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust’s Drug-Free Workplace Policy by contacting 239.461.3896.