What are the responsibilities and job description for the Wealth Management Specialist position at First Financial Bancorp?
Job Summary
We are seeking a highly skilled Wealth Management Specialist to join our team at First Financial Bank. In this role, you will be responsible for analyzing leads for possible business succession, M&A, and divestitures by performing profile analysis and financial modeling. You will also create client experience materials to assist on all pitch proposals and new engagements.
Key Responsibilities
* Develop and implement comprehensive wealth management strategies for clients.* Analyze financial data to identify areas for improvement and develop plans to optimize client results.* Build and maintain strong relationships with clients and prospects.* Collaborate with cross-functional teams to identify and pursue new business opportunities.* Stay up-to-date on industry trends and market conditions to inform business strategy.
Requirements
* Bachelor's degree in Finance, Accounting, or related field.* 5 years of experience in wealth management or a related field.* Strong analytical and problem-solving skills.* Excellent communication and interpersonal skills.* Ability to work independently and collaboratively as part of a team.
We are seeking a highly skilled Wealth Management Specialist to join our team at First Financial Bank. In this role, you will be responsible for analyzing leads for possible business succession, M&A, and divestitures by performing profile analysis and financial modeling. You will also create client experience materials to assist on all pitch proposals and new engagements.
Key Responsibilities
* Develop and implement comprehensive wealth management strategies for clients.* Analyze financial data to identify areas for improvement and develop plans to optimize client results.* Build and maintain strong relationships with clients and prospects.* Collaborate with cross-functional teams to identify and pursue new business opportunities.* Stay up-to-date on industry trends and market conditions to inform business strategy.
Requirements
* Bachelor's degree in Finance, Accounting, or related field.* 5 years of experience in wealth management or a related field.* Strong analytical and problem-solving skills.* Excellent communication and interpersonal skills.* Ability to work independently and collaboratively as part of a team.
