Private Wealth Advisor: Growth & Client Relationships

Regions Bank; Panama City (FL); On-site; USD 109,014 - 148,466; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Volunteer Program

Job summary

Regions Bank is seeking a Private Wealth Management Advisor in Miramar Beach, FL to develop and maintain a portfolio of client relationships within the affluent and high net worth segments using unbiased, consultative advisory approaches and solid financial planning concepts.

You will collaborate with internal partners to offer wealth products and services, identify opportunities for relationship growth, acquire new clients, and ensure ongoing maintenance of client needs while adhering to KYC

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 investment, wealth management, or related

Responsibilities

• Collaborates with internal partners to provide wealth products and services.
• Acquires new clients and expands services to meet revenue growth and retention goals.
• Manages client needs and maintains compliance with KYC guidelines.

Skills

Client relationship management

Sales excellence

Communication skills

Problem solving

Interpersonal skills

Business development

Education

Bachelor's degree in business/finance/economics

Job description

Regions Bank is seeking a Private Wealth Management Advisor in Miramar Beach, FL to develop and maintain a portfolio of client relationships within the affluent and high net worth segments using unbiased, consultative advisory approaches and solid financial planning concepts.

You will collaborate with internal partners to offer wealth products and services, identify opportunities for relationship growth, acquire new clients, and ensure ongoing maintenance of client needs while adhering to KYC