Elite Private Wealth Advisor for High-Net-Worth Clients

Regions Bank; Memphis (TN); On-site; USD 98,000 - 120,000; Full time

Benefits offered by this job

Paid vacation/sick time

401K with company match

Medical/Dental/Vision benefits

Disability benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Bank in Memphis, Tennessee seeks a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth markets, using unbiased, consultative advisory approaches and sound personal financial planning.

You will collaborate with internal partners to deliver wealth products and services, identify growth opportunities, and guide ongoing client needs, managing KYC, risk, and regulatory requirements while expanding assets under

Qualifications

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Five (5) years of financial services industry experience in commercial banking, consumer banking, trust, wealth management, or related.

Responsibilities

• Collaborates with internal partners to provide 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.
• Acquires new clients and expands services to existing clients to meet revenue growth, profitability and retention goals.
• Manages client relationships, guides development of needs-based solutions, and ensures compliance with KYC and regulatory requirements.

Skills

Client relationship management

Proactive solutioning

Relationship development

Sales and negotiation

Communication skills

Interpersonal skills

Initiative and follow-through

Education

Bachelor's degree in business, finance, economics, accounting or related field

Job description

Regions Bank in Memphis, Tennessee seeks a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth markets, using unbiased, consultative advisory approaches and sound personal financial planning.

You will collaborate with internal partners to deliver wealth products and services, identify growth opportunities, and guide ongoing client needs, managing KYC, risk, and regulatory requirements while expanding assets under