Wealth Advisor for High-Net-Worth Clients

Regions Bank; Miami (FL); On-site; USD 135,000 - 192,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Health Savings Account

Parental Leave

Employee Assistance Program

Job summary

Regions is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth segments using advisory approaches and financial planning concepts.

The role collaborates with partners to deliver a broad range of wealth products, identifies growth opportunities, and manages complex client needs with strong communication and presentation skills.

Qualifications

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Eight years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related.
• Experience managing large client relationships and complex advisory needs.
• Strong sales, negotiation and presentation skills.

Responsibilities

• Collaborates with internal partners to provide wealth products and services.
• Identifies relationship growth and asset retention opportunities.
• Expands services to existing clients to meet revenue goals.
• Guides development and maintenance of complex client needs using technical expertise.
• Performs perpetual discovery and manages pre/post-call meetings for clients.
• Manages risk, compliance and Know Your Customer (KYC) processes for the book of business.
• Acts as a resource to associates with less experience.

Skills

Relationship management

Sales experience

Negotiation skills

Communication skills

Client advisory

Education

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

Job description

Regions is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth segments using advisory approaches and financial planning concepts.

The role collaborates with partners to deliver a broad range of wealth products, identifies growth opportunities, and manages complex client needs with strong communication and presentation skills.