Wealth Management Private Banker

United Community Bank•Brentwood, TN

47d

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.
Life and Health Insurance.

Responsibilities

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

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