Private Wealth Advisor: Grow HNW Portfolios & Relationships

Regions Financial Corporation; Memphis (TN); On-site; USD 109,000 - 148,000; Full time

Job summary

Regions Financial Corporation in Memphis, Tennessee seeks a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent market segments, using advisory approaches and sound personal financial planning.

You will collaborate with internal partners to deliver a broad range of wealth products and services, identify growth opportunities, acquire new clients, and manage risk and compliance across the book of business to sustain revenue growth.

Qualifications

• Bachelor’s degree in business, finance, economics, accounting, or a related field.
• Five years of financial services experience in banking, trust, wealth management, or related.
• Strong client relationship and advisory capabilities.

Responsibilities

• Collaborates with internal partners to offer 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
• Identifies relationship growth and asset retention opportunities
• Acquires new clients and expands services to meet revenue growth, profitability and retention goals consistently
• Provides guidance and solutions for the development and ongoing maintenance of client needs
• 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 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

Skills

Relationship mgmt

Sales & negotiation

Communication skills

Problem solving

Initiative

Time management

Interpersonal skills

Education

Bachelor's degree in business/finance/economics or related field

Job description

Regions Financial Corporation in Memphis, Tennessee seeks a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent market segments, using advisory approaches and sound personal financial planning.

You will collaborate with internal partners to deliver a broad range of wealth products and services, identify growth opportunities, acquire new clients, and manage risk and compliance across the book of business to sustain revenue growth.