Wealth Relationship Manager – Hybrid
Atlantic Union Bank
full-time
Posted on:
Location Type: Hybrid
Location: Raleigh • North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $103,046 - $171,947 per year
Job Level
SeniorLead
About the role
- The Wealth Relationship Manager is the primary wealth advisor within the Wealth Consulting Group.
- Responsible for building and maintaining client relationships with the groups targeted clients.
- Interacts and teams with commercial team leads and relationship managers to deliver the entire suite of wealth management services to select clientele.
- Solicits new clients to meet and exceed sales goals through prospecting efforts and networking activities.
- Develops and maintains relationships with current clients by maintaining regular contact, understanding their needs and offering solutions.
- Promotes interest in wealth management products and services using a highly disciplined and defined, proprietary profiling process by Atlantic Union Wealth Management.
- Participates in community activities and organizations to enhance the visibility of the bank and encourage new business development.
- Manages client relationships to discover opportunities and provides appropriate financial products and services solutions to meet those needs.
- Develops comprehensive plans for clients and prospects.
- Maintains solid to superior knowledge of planning and be proficient in administering that for clients.
- Provides ongoing client relationship services, including the resolution of service issues while maintaining a high level of client satisfaction.
- Promotes and facilitates the introduction, sale and closing of appropriate products and services throughout AUB offerings.
Requirements
- Bachelor’s degree in business, finance or accounting or equivalent experience.
- Minimum 7 years’ relevant job experience in the financial services industry with emphasis in wealth management.
- CFP, CWS or equivalent a plus
- Superior Client service skills
- Sales oriented, friendly and persuasive personality
- Comprehensive understanding of the bank’s products and services
- Strong prospecting, sales and business development skills
- Excellent listening, verbal and written communications skills
- Excellent interpersonal and Client relationship skills
- Ability to understand and diagnose clients’ needs and offer appropriate financial products and services
- Ability to embrace change and demonstrate adaptability
- Ability to work independently as well as within a team environment.
- Ability to quickly learn and utilize business specific relevant technology to efficiently develop and manage client relationships.
Benefits
- General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
wealth managementfinancial productsclient relationship managementbusiness developmentsalesprospectingfinancial planningclient needs assessmentservice issue resolutionproduct knowledge
Soft skills
client servicepersuasivenesscommunicationinterpersonal skillsadaptabilityteamworkindependencelistening skillsrelationship buildingproblem-solving
Certifications
CFPCWSBachelor’s degree in businessBachelor’s degree in financeBachelor’s degree in accounting