Business Development Officer Ii

Location can be either Lexington, Danville or Somerset SUMMARY

Responsible for producing new business and sales by building strong relationships with CTBI Regional Presidents, Market Presidents, Branch Managers, Bank Officers, as well as all CTIC Management and Personnel to obtain referrals of trust prospects. Initiate and cultivate strong relationships with attorneys, accountants, insurance representatives and other centers of influence in each CTBI market. Cultivate the CTBI Market Advisory Board members in respective markets for their personal investment and retirement business, as well as referrals of prospective clients.

• As a key member of the business development team, the BDO II initiates new relationships with high net worth individuals/institutions for actively managed fee based business
• The BDO II sources and develops prospects and manages their conversion into clients
• Build strong relationships with CTBI Regional Presidents, Bank Officers as well as internal WTM partners for the purpose of developing a referral network
• Initiate relationships with external partners such as CPAs, Attorneys and other individuals that will enhance the business development efforts in your regions

• Interact with the Retirement/Institutional Services, Private Wealth Services and Investment staffs to learn all aspects of the business
• Execute a business development calling plan which displays a high level of activity to acquire new wealth management opportunities
• Effectively communicate WTM’s capabilities to clients, prospects and COIs
• Stay current on investment trends, general market and business news as well as legal and financial planning issues that may affect our clients
• Assist in marketing activities such as presentations, seminars and conferences
• Ability, willingness and energy to travel, including overnight
• Represent CTIC and CTBI in civic and community activities
• Ensure all actions performed are in compliance with government regulations and organizational policies and procedures
• Other duties as assigned

• Four year college degree
• Minimum of five years of experience in investment management sales/financial industry
• Track record of successful business building, client development and relationship management
• Self-motivated, high energy, driven to perform, team oriented
• Excellent verbal and written communication skills and proven strength in client service, organizational skills, time management, interpersonal skill. This includes being polished, courteous, professional, and patient

Business Development Officer II

• Normal office conditions
• Travel required

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.