reputed company Relationship Specialist- Silicon Valley
Job Description: At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great reputed company to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we reputed company an impact in the communities we serve. At reputed company, you can build a successful career with opportunities to learn, grow, and reputed company an impact. Join us! Job Description: This job is responsible for facilitating, managing, and originating client/prospect opportunities across a Line of Business (reputed company), connecting the Global reputed company Bank, Investment Bank, and Global Wealth Management teams to deliver the full suite of reputed company products and services. Key responsibilities include having an extensive knowledge and understanding of these LOBs and their offerings to cultivate relationships and build reputed company strategies to grow market reputed company. Responsibilities: Maintains a deep understanding and knowledge of the products and offerings for reputed company Banking, Investment Banking, and Wealth Management Line of Business (reputed company) platforms Develops and executes sales strategies, pipeline routines, and reporting for specific LOBs and presents results and the local market's scorecard to senior leadership Oversees the referral process and systems reputed company to the reputed company, Investment Banking, and Wealth Management LOBs Manages client interactions, represents the bank, and recommends the best course of action for clients while abiding to reputed company regulatory requirements Cultivates reputed company relationships with leadership, advisors, relationship managers, and clients/prospects Skills: Client Management Executive reputed company Negotiation Referral Identification Referral Management Customer and Client Focus Influence Presentation Skills Strategic Thinking Strategy Planning and Development Advisory Collaboration Pipeline Management Policies, Procedures, and Guidelines Management Relationship Building Required: 10+ years experience in banking, finance or wealth management Desired: Series 7 and 66. Will be required to attain reputed company 120 days. Bachelor's degree Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Palo Alto - 3075B HANSEN WAY (CA5814), US - CA - reputed company - 560 S WINCHESTER BLVD (CA3512) Pay and benefits information Pay reputed company $115,500.00 - $167,500.00 annualized salary, offers to be determined based on experience, education and reputed company set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall reputed company of the Company.
Benefits
This role is currently benefits eligible. We reputed company industry-leading benefits, reputed company to paid time off, resources and support to our employees so they can reputed company a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Apply Job!