Wealth Portfolio Manager (8558) - (Mequon, WI)

The Wealth Portfolio Manager is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role. Required responsibilities * Ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives. * Responsible for significant new business and revenue growth. * Deliver a distinctive client background that leverages our unique value proposition through investment management, financial planning and advisory services. * Understand client's financial objectives utilizing a purposeful discovery process and financial planning approach. * Clearly communicate financial investment solutions and effectively overcome objections. * Assemble collaborative teams of specialists to deliver comprehensive advice and solutions spanning insurance, brokerage, mortgage and commercial banking.