First Citizens Bank
Institutional Consultant III
First Citizens Bank, Charlotte, NC
Overview
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
This position serves as the primary relationship manager and point of contact for large, complex institutional accounts. Leads client servicing, satisfaction, and retention efforts for the work group. Provides expert advice on client asset management, financial needs, and personalized strategies. Facilitates the acquisition and development of new business by participating in community activities, building a network of contacts, and attending marketing or entertainment events. May provide oversight to less experienced associates in the work group and assist management with special projects.
Responsibilities
Qualifications
Bachelor's Degree and 10 years of experience in Trust, Financial Services, Financial Operations, or First Citizens Bank Trust OR High School Diploma or GED and 14 years of experience in Trust, Financial Services, Financial Operations, or First Citizens Bank Trust
License or Certification Type: Possess valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Ability to read, interpret, and communicate complex legal documents, Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
This position serves as the primary relationship manager and point of contact for large, complex institutional accounts. Leads client servicing, satisfaction, and retention efforts for the work group. Provides expert advice on client asset management, financial needs, and personalized strategies. Facilitates the acquisition and development of new business by participating in community activities, building a network of contacts, and attending marketing or entertainment events. May provide oversight to less experienced associates in the work group and assist management with special projects.
Responsibilities
- Relationship Management - Responsible for the satisfaction and retention of assigned institutional accounts. Serves as the principle point of contact and service provider. Assists larger department efforts to build, develop, and maintain client relationships. Develop and maintain proficiency in the Investment markets.
- Account Administration & Monitoring - Provides timely responses to client information requests, same day unless otherwise communicated to client. Acts independently, and with exceptional judgement to address client needs and concerns, while keeping wealth team member informed of client activity. Serves as first line of defense while servicing client needs to ensure mitigation of financial risk to the Bank. Monitors all activities of assigned accounts; ensures all accounts are in compliance. Processes transactions and ensures accuracy of all required account documentation. Including but not limited to trading, cash movement, client communication, and compliance requirements.
- Strategic Advice - Provides clients with expert wealth management advice through knowledge of offered products and services. Develops strategic plans to achieve the financial needs and goals of institutional clients. Identifies appropriate products, services, and solutions based on client need. Engages other associates within the department to provide ongoing services or products as the needs of clients evolve.
- Client Acquisition - Assists efforts to attract new clients to the Bank's wealth offerings. Builds an internal and external contact network to leverage acquisition opportunities, and represents the Bank within the community.
Qualifications
Bachelor's Degree and 10 years of experience in Trust, Financial Services, Financial Operations, or First Citizens Bank Trust OR High School Diploma or GED and 14 years of experience in Trust, Financial Services, Financial Operations, or First Citizens Bank Trust
License or Certification Type: Possess valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Ability to read, interpret, and communicate complex legal documents, Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.