Wealth Strategist

Northern Trust

Jobbeschreibung
The Wealth Strategist is responsible for selling trust products and services to individuals. Seeks prospects, presents products and services in calling presentations, and follows through to complete the sale. Maintains ongoing contact with clients and promotes relationship enhancement opportunities through relationship managers. Major Duties: • Sells bank products and services to individuals focusing on trust products. • Cultivates existing bank clients as well as internal and external business and personal contacts to identify and develop prospective clients. • Researches prospect's financial picture and possible needs to determine how to best provide service. • Composes letters ...
View More