Senior Wealth Management Private Banker

United Community Banks Inc.; Orlando (FL); Hybrid; USD 110,000 - 140,000; Full time

Job summary

United Community Banks Inc. is seeking a Wealth Management Private Banker to build high-value client relationships and deliver tailored wealth management solutions in Orlando, FL.

You will work with a team to provide comprehensive financial advice, spanning investment management, planning, and lending, while driving new assets and expanding existing client relationships. The role emphasizes leadership, strategic relationship management, and active community engagement to grow the wealth

Qualifications

• 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.

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.

Skills

Private Banking Experience

Wealth Management

Credit Structuring

Business Development

Education

Bachelor's Degree

CFP

CFA

CPA

JD

Job description

United Community Banks Inc. is seeking a Wealth Management Private Banker to build high-value client relationships and deliver tailored wealth management solutions in Orlando, FL.

You will work with a team to provide comprehensive financial advice, spanning investment management, planning, and lending, while driving new assets and expanding existing client relationships. The role emphasizes leadership, strategic relationship management, and active community engagement to grow the wealth