Wealth management is a topic which includes several segments of finance. In general, it refers to a system of investment portfolio management, financial planning and various other facilities. Individuals of high net worth, Small business owners, and rich families often appoint the wealth management professionals.
Wealth management professionals ensure that the money of their client is well-invested, safe, and that the prospect is secures. This is certainly appreciated for those who have accrued substantial wealth. Needless taxes along with bad investment can demonstrate to be a very noteworthy expenditure that will need justification when they must be evaded.
Finance and wealth management professional Grace Jackson Suntrust has vast knowledge in high net worth individuals, structuring capital requirements for commercial organizations, estates, trusts, international clients, law firms, medical practices and entertainment and sports clients. During her spell with the Suntrust Bank, as the Head of Credit Strategy Private Wealth Management, Grace converted the Wealth Department by developing and executing a more moneymaking pricing practice, writing credit policy, developing sales lending training and creating viable retail lending products. In addition to this, her responsibilities in this company include the following:
- Delivering credit advice and solutions for PWM Clients
- Managing Credit Sales Production across all Private Wealth Segments
- Developing and Executing Sales Strategies to create loan demand
- Propelling $1.9Billion in new loan production on $8.1Billion loan portfolio
- Managing a team of six industry specialties and thirty one Credit Advisors
Apart from serving in Suntrust Bank, Grace Jackson has also been associated with Wells Fargo as Regional Managing Director of Credit and Deposit Services for Private Wealth Management. An alumnus of University of Pittsburgh – Joseph M. Katz Graduate School of Business; she has obtained her MBA in Finance from this institution.
Grace Jackson is excellent in the following fields such as:
- Commercial Lending
- Portfolio Management
- Credit Analysis
- Credit Risk
- Retail Banking
- Lines of Credit
Apart from all these, she has the ability to demonstrate business development and has outstanding sales abilities. Grace has excellent communication skill which she utilizes to consult with internal and external clients. She has the capability of introducing the clients to the new products of the bank or trust. Moreover, as a wealth management professional she has the capacity to build partnerships and work with others as a part of the team.
With more than two decades of experience in the financial service industry Grace Jackson Suntrust is regarded as the specialists of finance and wealth management subject. As of now, she is associated with Jackson Enterprises LLC as a principal consultant. Here her job is to consult and educate individuals on capital needs, get financing with competitive pricing, terms, and structure and facilitate planning of documents vital for financing.
So, it can be concluded by stating that wealth management is not regarding how much money you actually possess but it is about what you should do with the money that you possess.