Private Wealth Management Wealth Advisor - Trilingual (Portuguese, Spanish, English)

Regions Bank•Orlando, FL

7d•Onsite

About The Position

At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.

Requirements

Bachelor’s degree in business, finance, economics, accounting or related field
Three (3) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Trilingual (Portuguese, Spanish, English)
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Nice To Haves

The PWM Wealth Advisor will service a book of mostly international clients

Responsibilities

Collaborates with internal business partners to provide a broad range of wealth products and services including: financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires new clients and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
Provides guidance and solutions for the development and on-going maintenance of client needs, while continuing to develop relationship management and product knowledge skills
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance