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MidFirst Bank · 1 day ago

Colorado Market Lead - Private Wealth Management

Denver, CO

Full-time

Onsite

Mid, Senior Level

$125K/yr - $175K/yr

5+ years exp

MidFirst Bank is seeking a Colorado Market Lead in Private Wealth Management to oversee high net worth client acquisition and relationship management. The role involves collaborating with various business line specialists to deliver tailored financial solutions and consulting with clients to manage, preserve, and transfer their wealth.

BankingVenture Capital

Responsibilities

Responsible for high net worth client acquisition and management of those relationships in coordination with other business line specialists across MidFirst Bank

Engages practice experts in various lines of business to deliver products and services across the full breadth of MidFirst based on client needs

Establishes relationships with centers of influence and internal MidFirst partners

Consults with clients regarding their unique financial needs to help manage, preserve and transfer their wealth

Qualification

Financial services experienceTrustEstate planningWealth management productsTrust certification (CTFA)Relationship managementBusiness development skillsMulti-tasking abilityIndependenceDependabilityCommunication skillsAttention to detailWork under pressureConfidentiality

Required

Bachelor degree, preferably in finance or a business-related field of study

5+ years of financial services product and service recommendation experience for services such as investment management, brokerage, private banking, wealth planning, trust, and individual retirement

5+ years of experience with high net worth client portfolios across a broad array of wealth management products and services

5+ years working experience in trust and estate administration and planning required

5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired

Existing book of business cultivated through personal business development efforts

Strong management acumen with the ability to effectively lead a diverse team of professionals to include coaching, performance evaluations, problem solving, etc

Relationship management experience

Experience teaming with specialists from different disciplines to meet the complex financial needs of clients

Well-developed centers of influence network

Advanced knowledge of trust and estate services and applicable laws

CTFA or other trust certification desirable

Working knowledge of trust accounting and related systems

Proven business development skills

Advanced proficiency in verbal and written communication

Excellent attention to detail

Ability to be effective under pressure

Advanced ability to prioritize and multi-task

Ability to professionally interact with all levels of employees and clients