Wealth Management Officer I

Peoples Bank • Munster, IN • 2h ago

POSITION SUMMARY

A Level I Wealth Management Officer is responsible for analyzing the governing documents for assigned accounts, recordkeeping, reviewing cash and investments and interacting with current and prospective customers, centers of influence, accountants Business Development is a critical focus in this role.

DUTIES AND RESPONSIBILITES

Develops new business for the Wealth Management Group and generates referrals to other Groups within the Bank by engaging with attorneys, CPAs and other centers of influence, and by direct contact with individuals, businesses and non-profit organizations. Primary focus of business development should include but not be limited to Fiduciary, investment and custodial business opportunities in the low and mid net worth customer base

Analyzes the governing document for assigned accounts and where possible, works with the client(s) to understand goals, risk tolerance, time horizon and expected liquidity need.

Effectively administers a wide variety of account @types, including basic estates, simple trusts, investment agencies, retirement plans and guardianships. Will likely receive smaller account @types from other level officers for management and professional development

Effectively networking in the community; serving on at least one organizations boards or committees

Reviews portfolio allocations and manages investments to consistently achieve superior results bringing an in-depth knowledge and understanding of a wide variety of investment products and services.

Effectively manages risk by using prudent judgment with investment decisions and account administration, and by documenting key decisions as well as client directions.

Acts as a liaison to attorneys, accountants, or other financial advisors on behalf of customers.

Performs all other duties as needed or as assigned.

RELATIONSHIPS AND CONTACTS

A Level I Wealth Management Officer reports to the Wealth Group Manager or Team Leader and interacts with current and prospective Wealth Management customers, Wealth Management personnel, Bank personnel, and third parties such as attorneys, accountants, and vendors.

QUALIFICATIONS

A Level I Wealth Management Officer must have the technical skills and educational background needed to discern account information, provide leadership to the Wealth Management staff, and coordinate activities of individuals both inside and outside the Wealth Management Group.

The position requires:

A bachelor's degree required, preferably in business, finance or a related field

Minimum 3 or more concurrent years of experience working specifically in a Trust, Wealth Management, or brokerage firm required; and have sales experience in these fields; or have completed internal Wealth Management Officers' Training Program

Pursuit of CFP, CTFA, CFA preferred

A self-starter, team player, and a results-oriented individual with a strong work ethic.

Excellent organizational skills and the ability to multi-task.

Strong interpersonal skills to interface with customers, department staff, and Bank personnel.

Excellent verbal and written communication skills and effective presentation skills.

Exceptional Professionalism in all respects

ABOUT US

For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.

Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.

At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.

For more information on benefits visit the Careers page of our company website at

https://www.ibankpeoples.com/resources/careers

Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Equal Housing Lender/ Member FDIC

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