Medical Wealth Relationship Manager

Truist

2 days ago

Highlight

OnsiteFull-timeSenior

Summary

Truist is seeking a Medical Wealth Relationship Manager to join their team in Houston, TX. The role involves managing a profitable portfolio of loans, deposits, and fee income for mid-sized to large medical practices while developing long-term client relationships.

About the Role

As a Medical Wealth Relationship Manager, you will be responsible for origination and ongoing management of a profitable portfolio, developing business plans, proactively originating new business, and leading a relationship team. You will also partner with various teams to deliver tailored solutions, document client interactions, and maintain visibility within the medical market.

About You

Required:

Bachelor’s Degree
7 or more years of commercial lending and relationship management experience in the financial services industry with demonstrated success in meeting sales goals
FINRA licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses
Proven experience with strong credit knowledge
Solid knowledge of Treasury Management, Capital Markets, and defined benefit/contribution plan products
Excellent oral, written, and group presentation skills

Preferred:

CFA, CIMA, CTP or similar designation, MBA or other advanced post-graduate degree
More than 10 years of credit experience
Successful experience as a commercial banker in the medical or legal industry

Benefits

Medical, dental, vision, life insurance, and disability coverage
401k plan with company match
At least 10 days of vacation and 10 sick days per year
Paid holidays and potential eligibility for a defined benefit pension plan

Truist

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. As a leading U.S. commercial bank, Truist has leading market share in many of the high-growth markets across the country. Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with total assets of $535 billion as of March 31, 2024. Truist Bank, Member FDIC. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.

Houston, TX