Duties and Qualifications Manages a portfolio of approximately 150-200 clients, primarily in the Wealthy segment (defined as clients with total investable assets between $500m and $3MM or annual individual client revenue of $5m). Acquires new clients through targeted prospecting and strong relationships with clients, referral sources, Centers of Influence and Wealth Strategists. Coordinates relationships with other STI product specialists, including investments, trust, mortgage, insurance, etc, ... view or apply to job From JobCircle.com - 14 days ago
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