Branch Manager, Producing
Core
Drive revenue, manage risk, and build a book of business for high net worth households while leading a team of Financial Advisors.
Role type
Senior IC Branch Manager (Wealth Management)
Builds
Client relationships and branch sales performance
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
prospecting, client relationship management, team leadership, regulatory compliance, fiscal management, recruitment, sales strategy
Preferred skills
none stated
Technologies
none stated
Responsibilities
Build a client base of high net worth households, manage client investment needs, drive sales and market share, build and lead an effective team of Financial Advisors, ensure regulatory and legal compliance, manage branch financial performance
Seniority
Senior, hands-on IC
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