International Wealth Advisor

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, PICS and select professional firms, managing a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important revenue generating client relationships within the defined Reserve/GenSpring market segment based upon objective and sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor provides integrated delivery of a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer/commercial credit, residential lending, commercial real estate, and general personal & business banking services to international clients.

Truist International Wealth Management serves as the International Center of Excellence for the Bank. Our focus is to develop and deepen relationships with international clients, delivering expert advice and tailored financial solutions through the combination of needs anticipation, sound investment management and a broad offering of banking and investment services while mitigating potential risk for clients, Truist and our shareholders.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.

1. As the primary point of contact, integration and responsibility for IWM clients, WA’s sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to our affluent NRA clients. WA’s should deliver a level of personalized, attentive advisory service that clients deem outstanding.

2. The role requires significant relationship management, business development, presentation and sales skills that establish the WA as a trusted, client-focused, financial advisor with capabilities to serve affluent clients, including UHNW segment ($5MM+). Generates =$3MM in annualized book revenues.

3. Responsible for new client acquisition and the growth, enhancement and retention of their existing book of business. Seek to grow AUM, Deposits & Loan portfolios through outside & internal referrals.

4. Provides integrated delivery of a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer/commercial credit, residential lending, CRE, and general personal & business banking services.

5. Establish and update periodically your understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Actively monitor directly assigned investment accounts for adherence to investment and asset allocation objectives and policies. .

6. Establish and maintain mutually beneficial business relationships with centers of influence such as internal regional partners (i.e. Business Bankers, Corporate Bankers, local advisory board members, etc.), and external partners such as CPA’s, attorney’s, civic associations and other individuals and organizations that will enhance your business development efforts.

7. Keep abreast of changing global geopolitical, legal, financial planning, investment trends and general market and business issues affecting wealthy International clients. Serve as a personal financial planning/advisory resource for clients, their attorney’s and CPA’s

8. Provide mentoring to less experienced Wealth Management staff in support of establishing an extraordinarily high level of professionalism, client service and responsiveness.

9. Work within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships and IWM internal reporting requirements. 

10. Participate in the ongoing implementation and development of the IWM platform.

11. Satisfy all regulatory license requirements. The list includes Firm Element CE, AML Training, the Annual Compliance Questionnaire, and any additional product and/or license specific training requirements.

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s Degree, preferably with concentrations in personal financial planning, investment management, business administration, accounting, finance or banking or equivalent education and related training

2. Minimum of 8 years of progressively more responsible International banking, investment and personal financial planning/advisory related experience with experience in affluent client relationship management and business development with complex and significant client cases.

3. FINRA: 7 & 63, 65 or 66 and 215 Health Variable & Life insurance license.

4. Strong oral, written and presentation skills.  Well organized, flexible and able to prioritize tasks. Proficiency using Word, Excel and PowerPoint skills.

5. International Travel is required.  

6. Spoken and written fluency in one or more languages other than English is necessary

7. Extensive knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and deep understanding of advisory credit and traditional banking solutions for the affluent market

8. Ability to deliver commercial banking services to serve client’s business needs. 

9. Establish and maintain mutually beneficial business relationships with centers of influence such as internal regional partners (i.e. BSO’s, Corporate Bankers, local advisory board members, etc.), and external partners such as CPA’s, attorney’s, civic associations and other individuals and organizations that will enhance your business development efforts.

10. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues affecting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorney’s and CPA’s.

11. Work within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.

12. Provide mentoring to less experienced Wealth Management staff in support of establishing an extraordinarily high level of professionalism, client service and responsiveness.

Preferred Qualifications:

1. Master’s degree in Finance, accounting or International Business.

2. CFP, CFA, CIMA, CTFA

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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