Wednesday, January 29, 2014

Wm Reg Mgr Inv\fiduciary Srvcs, Wells Fargo - Newport Beach

Wm Reg Mgr Inv\fiduciary Srvcs, Wells Fargo - Newport Beach
Requisition Number:  3809196

Job Description
Responsible for the performance of the fiduciary Wealth Management line of business within a region(s) supporting a primary HUB or multiple smaller HUB locations. Key responsibilities include growth, team member recruitment, client retention, economic stewardship and risk management. In addition, is responsible for growing and retaining relationships by integrating investment knowledge, fiduciary knowledge, application of wealth planning, and business development. As part of this responsibility, key focus areas within the high net worth space include new business acquisition, identification of opportunities for developing and implementing wealth plans, collaborating with Investment Management and Fiduciary Services Service Centers in setting up and administering estate and personal investment management and trust accounts, retaining client relationships, and developing relationships to their fullest potential by cross-selling The Private Bank and its services. Leads a team of professionals within his/her market who offer specialized skills, including the integration of fiduciary knowledge, wealth and estate planning, and investment knowledge, in the delivery of advisory-based services to clients in collaboration with Wealth Consultants, Wealth Advisors, Investment Managers, Wealth Specialists, Trust & Fiduciary Specialists, Strategic Business Segment advisors, Private Bankers, Insurance Specialists and Centers of Influence. In addition, is a representative of these services across Wealth Brokerage & Retirement Services channels.

Basic Qualifications
10+ years experience in wealth management, to include 5+ years experience in investment management and trust or planning, and 5+ years management experience.

Minimum Qualifications
Must have knowledge in the following areas: wealth planning, trust, estate, fiduciary law, taxation and investments.

Preferred Skills:   CFA Preferred

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