Maintains and grows a portfolio of clients which generate revenues (minimum of $1.7 million) and a
profit to the Bank. Will migrate clients who do not meet the profile of the Private Bank or Private
Client Services Group to the appropriate channel
Build and maintain book of business by:
Strictly complies with service and call standard requirements.
Ensure compliance with all document provisions, tax and fiduciary laws, policies and procedures,
working with PMs to determine or confirm investment objective, asset allocation and establish
investment policy. Exhibit comprehensive knowledge of benefits and features of all Compass products
and services as well as extensive knowledge of wealth/asset management issues relative to HNW clients.
Assist in the growth and development of the WM team by instructing, modeling and reproducing his/her skill sets in others.
Helps develop effective and efficient WM and Bank processes and procedures.
Participates in WM and other task forces as appropriate.
Be recognized as leading professional in a community in which the person works as well as a leader with WM and the state bank in which the RM/Partner resides. Must be involved in at least one non-profit organization preferably at a board level.
CFP, CFA or other recognized financial certification.