International Wealth Advisor II Position Available In Miami-Dade, Florida

International Wealth Advisor

II 3.5 3.5

out of 5 stars Miami, FL 33185 The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you’ll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won’t receive a response).

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) Advisor 2 serves with the Non-Resident/Foreign Nationals client segment including PEPs, PICS and select professional firms, managing a portfolio of approximately 50-100 clients. The IWM Wealth Advisor 2 develops and maintains a portfolio of important revenue generating client relationships within the defined affluent market segment based upon objective and sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor 2 provides integrated delivery of a broad range of wealth management products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer/commercial credit, residential mortgage solutions, CRE, 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

IWM WA 2

as a trusted, client-focused, financial advisor with capabilities to serve affluent clients, including upper-tier affluent clients ($5MM+). Generates =$1.5MM and