Wealth Management Private Banker - Middle TN, Area

United Community Bank • Brentwood, TN

259d • Remote

About The Position

Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.

Requirements

• 5+ years in private banking and/or wealth management.
• Strong understanding of wealth management and planning concepts.
• Expertise in consumer and commercial credit structuring and lending practices.
• Proven track record in business development and client acquisition.
• Bachelor's Degree.

Nice To Haves

• CFP, CFA, CPA, and/or JD.
• Preferred licenses: Life and Health Insurance.

Responsibilities

• Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
• Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
• Conduct regular reviews and deepen client engagement to achieve growth targets.
• Lead a team of wealth management experts to deliver tailored financial solutions.
• Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
• Actively participate in community events to enhance visibility and attract new prospects.
• Ensure adherence to all compliance training and regulatory requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees