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Job Details

Wealth Management Relationship Manager

Company name
Sandy Spring Bank

Experience
5 yrs required

Location
McLean, VA, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Jul 03,2019

Valid Through
Oct 16,2019

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Profile

Wealth Management Relationship Manager

The candidate: Meets with prospects to explain company services. Prepares and delivers proposals to prospective clients. Maintains prospect tracking system and participates and supports development of the WFS marketing program. Assists in the development of company short and long-term investment policies and strategies based on management investment philosophy and client investment objectives. Keeps informed of developments in the security markets. Participates in Investment Committee meetings and decisions as well as contributes to Daily Strategy meetings. Provides routine coaching, training and assistance to staff to develop knowledge, skills and abilities to maximize performance and potential. Assists in performance reviews and with SEC compliance reporting requirements, as directed. Requires excellent analytical ability and problem solving skills, good judgment, and personal integrity. A bachelor’s degree or higher in finance or related field, a CFP®,CFA, CPA, or JD designation and a thorough knowledge of stocks, mutual funds, U.S. Treasuries, agencies and municipal bonds is desired. Must have 5+ years work related experience is required, including experience in financial planning principles, equity and fixed income investments. Requires extensive internal and external contacts at all levels involving a high degree of diplomacy, tact, judgment, timing and persuasion. Self-starter with strong organizational skills.

Company info

Sandy Spring Bank
2010 Corporate Ridge Rd Suite 530
Mc Lean
Virginia
United States 22102
Website : http://www.sandyspringbank.com

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