Wealth Management Private Banker

United Community Bank • Huntsville, AL

2d • Onsite

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.
• Must be able to pass a criminal background & credit check
• This is a full-time, non-remote position
• FLSA Status​ Exempt

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level