Cadence Bank
Responsibilities
Maintain current knowledge of financial markets, Cadence investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products / services to clients and prospects. Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy rmendations. Attend relevant training and informational meetings maintaining market, process and platform. Identify and develop additional opportunities with existing clients. Provide expert support, including proposals and presentations for new business opportunities with prospects. Maintain appropriate levels of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions. Participate in sales effort. Identify and develop additional opportunities with existing clients. Provide necessary support and information to clients, advisors, and internal partners for all investment products. Education and Experience Required :
Bachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, abined minimum of 11 years' higher education and / or work experience, including a minimum of 7 years' investment-related experience Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures andernment regulations Proficient personalputer skills with solid knowledge of investment-related software and applications. Demonstrated strong verbal and writtenmunication skills Demonstrated strong presentation skills Experience listening and accurately interpreting client needs Experience developing relationships and interacting with internal and external partners Proven experience working effectively within a team environment Education and Experience Preferred :
MBA (Master's degree in Business Administration) CFA (Chartered Financial Analyst) and / or CFP (Certified Financial Planner) certification. Proven experience working with high-net-worth clients andplex client relationships Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Job ID SENIO003882
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Maintain current knowledge of financial markets, Cadence investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products / services to clients and prospects. Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy rmendations. Attend relevant training and informational meetings maintaining market, process and platform. Identify and develop additional opportunities with existing clients. Provide expert support, including proposals and presentations for new business opportunities with prospects. Maintain appropriate levels of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions. Participate in sales effort. Identify and develop additional opportunities with existing clients. Provide necessary support and information to clients, advisors, and internal partners for all investment products. Education and Experience Required :
Bachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, abined minimum of 11 years' higher education and / or work experience, including a minimum of 7 years' investment-related experience Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures andernment regulations Proficient personalputer skills with solid knowledge of investment-related software and applications. Demonstrated strong verbal and writtenmunication skills Demonstrated strong presentation skills Experience listening and accurately interpreting client needs Experience developing relationships and interacting with internal and external partners Proven experience working effectively within a team environment Education and Experience Preferred :
MBA (Master's degree in Business Administration) CFA (Chartered Financial Analyst) and / or CFP (Certified Financial Planner) certification. Proven experience working with high-net-worth clients andplex client relationships Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Job ID SENIO003882
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