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Wealth Management Financial Consultant - Edison, NJ

Posted 1 year ago in Accounting/Finance



Job Mission

  • Pro-actively develop a client base to which acceptable wealth management products can be sold
  • Analyze customers’ financial needs and advise them on investment choices and insurance products that best meet their needs to
  • optimize the financial performance and achieve the highest level of customer satisfaction
  • Represent the bank by participating in local professional and community associations and their networking activities
  • Ensure that all business originations are compliance with audit and regulatory standards
  • Ensure familiarity and compliance with the Bank’s policies and procedures and governing laws and regulations

Job Duties

  • Pro-actively develop a client base to which acceptable wealth management products can be sold
  • Collect and analyze information regarding the customer risk tolerance, long and short term goals, income, assets, investments and debts; determine which financial products best meet the customer needs and financial circumstances; advise the customer regarding the advantages and disadvantages of different financial products; and market, service or promote financial products
  • Develop internal referral resources to identify existing customers
  • Identify external prospects and build up new client relationships, including participating in joint calls with Financial Advisors, Branch
  • Managers to further expand relationships
  • Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives (RBG, CRE, C&I, PCM, MLO) through proper customer profiling and needs-based selling
  • Represent the bank by participating in local professional and community associations and their networking activities so as to develop selfsourced business
  • Understand and comply with all aspects of bank and Primevest policies and practices, laws and regulations governing the duties and responsibilities of product sales
  • Ensure products sold are suitable for client’s risk tolerance and other appropriate factors
  • Maintain all necessary licenses and registrations as required
  • Keep abreast of products knowledge
  • Successfully complete all mandatory training assigned in a timely manner
  • Maintain superior and courteous service to promote products and expand customer relationships
  • Exceed customer expectations in terms of accuracy, efficiency, courtesy and professionalism
  • Ensure branch or work area is maintained in accordance with the Bank and Primevest standards
  • Perform related duties, as required, for the training and development purposes
  • Familiarize and comply with all applicable Bank’s policies and procedures as well as governing laws and regulations. This includes but is not limited to:
    • Performing all assigned duties under Bank’s compliance programs and related laws & regulations.
    • Successfully completing all mandatory training on related Bank’s and BSA compliances as well as other laws and regulations as assigned in a timely manner

Qualification & Pre-requisites

  • 3+ year of experience in financial product sales, service and advising
  • BA/BS Degree
  • Highly developed knowledge of investments, insurance product and financial planning modules
  • NASD Series 7 and Appropriate State(s) Life & Health Insurance License(s)
  • Strong sales, marketing and business development skills
  • Ability in managing various situations/issues with customers
  • Team-oriented, and must have high standard of integrity and work ethic
  • Ability to work in an environment with over time required

Foundational Core Competency

  • Aligning Performance for Success – Initiate Actions
  • Teamwork and Supportive - Contribute to Team Success
  • Learning and Development - Continuous Learning

Functional Competency

  • Customer Focus
  • Sales Ability/Persuasiveness
  • Building Customer Loyalty

Key Performance Areas

  • Customer Contact & Underserved Maintenance
  • Product Sales & Financial Services
  • Cross Sell Referrals
  • Customer Satisfaction and Assistance
  • Customer Relationship Development & Maintenance
  • Compliance and Internal Control

About Chinatrust Bank (U.S.A.):

With 12 branches coast to coast in California, New Jersey, and New York. Chinatrust Bank (U.S.A.) is one of the first Asian American Banks to operate both in the Eastern and Western United States. Chinatrust Bank (U.S.A.) is committed to providing premier banking services to our communities. We care about the individual consumers in the community, as well as the local merchants and business enterprises. From the issuance of Letters of Credit to real estate & construction loans, our highly professional staff will put forth our best effort to meet your every financial need.

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