Wealth Management Officer I - Peoples Bank : Job Details

\n. A Level I Wealth Management Officer is responsible for analyzing the governing documents for assigned accounts, recordkeeping, reviewing cash and investments and interacting with current and prospective customers, centers of influence, accountants Business Development is a critical focus in this role.\n. DUTIES AND RESPONSIBILITES \n\n. Develops new business for the Wealth Management Group and generates referrals to other Groups within the Bank by engaging with attorneys, CPAs and other centers of influence, and by direct contact with individuals, businesses and non-profit organizations. Primary focus of business development should include but not be limited to Fiduciary, investment and custodial business opportunities in the low and mid net worth customer base\n. Analyzes the governing document for assigned accounts and where possible, works with the client(s) to understand goals, risk tolerance, time horizon and expected liquidity need.\n. Effectively administers a wide variety o...Officer, Management, Wealth, Business Development, Accountant, Team Leader, Banking, Business Services