MidFirst Bank
Colorado Market Lead - Private Wealth Management
MidFirst Bank, Denver, Colorado, United States, 80285
Job Responsibilities:
Responsible for high net worth client acquisition and management of those relationships in coordination with other business line specialists across MidFirst Bank. Engages practice experts in various lines of business to deliver products and services across the full breadth of MidFirst based on client needs. Establishes relationships with centers of influence and internal MidFirst partners. Consults with clients regarding their unique financial needs to help manage, preserve and transfer their wealth.
Salary Range:
$125,000.00 - $175,000.00. Compensation is aligned to experience, skills and education. The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position.
Minimum Requirements:
Bachelor degree, preferably in finance or a business-related field of study
5+ years of financial services product and service recommendation experience for services such as investment management, brokerage, private banking, wealth planning, trust, and individual retirement.
5+ years of experience with high net worth client portfolios across a broad array of wealth management products and services
5+ years working experience in trust and estate administration and planning required
5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
Existing book of business cultivated through personal business development efforts
Strong management acumen with the ability to effectively lead a diverse team of professionals to include coaching, performance evaluations, problem solving, etc.
Relationship management experience
Experience teaming with specialists from different disciplines to meet the complex financial needs of clients
Well-developed centers of influence network
Advanced knowledge of trust and estate services and applicable laws
CTFA or other trust certification desirable
Working knowledge of trust accounting and related systems
Proven business development skills
Advanced proficiency in verbal and written communication
Excellent attention to detail
Ability to be effective under pressure
Advanced ability to prioritize and multi-task
Ability to professionally interact with all levels of employees and clients
Ability to respect and hold confidential information
Effectively work independently as required
Establish priorities and follow through to completion
Dependable, cooperative, flexible
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Responsible for high net worth client acquisition and management of those relationships in coordination with other business line specialists across MidFirst Bank. Engages practice experts in various lines of business to deliver products and services across the full breadth of MidFirst based on client needs. Establishes relationships with centers of influence and internal MidFirst partners. Consults with clients regarding their unique financial needs to help manage, preserve and transfer their wealth.
Salary Range:
$125,000.00 - $175,000.00. Compensation is aligned to experience, skills and education. The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position.
Minimum Requirements:
Bachelor degree, preferably in finance or a business-related field of study
5+ years of financial services product and service recommendation experience for services such as investment management, brokerage, private banking, wealth planning, trust, and individual retirement.
5+ years of experience with high net worth client portfolios across a broad array of wealth management products and services
5+ years working experience in trust and estate administration and planning required
5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
Existing book of business cultivated through personal business development efforts
Strong management acumen with the ability to effectively lead a diverse team of professionals to include coaching, performance evaluations, problem solving, etc.
Relationship management experience
Experience teaming with specialists from different disciplines to meet the complex financial needs of clients
Well-developed centers of influence network
Advanced knowledge of trust and estate services and applicable laws
CTFA or other trust certification desirable
Working knowledge of trust accounting and related systems
Proven business development skills
Advanced proficiency in verbal and written communication
Excellent attention to detail
Ability to be effective under pressure
Advanced ability to prioritize and multi-task
Ability to professionally interact with all levels of employees and clients
Ability to respect and hold confidential information
Effectively work independently as required
Establish priorities and follow through to completion
Dependable, cooperative, flexible
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
#J-18808-Ljbffr