Wealth Relationship Manager (Hybrid-Raleigh or Wilmington)
Wealth Relationship Manager (Hybrid-Raleigh or Wilmington)
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Job Description
The Wealth Relationship Manager is the primary wealth advisor within the Wealth Consulting Group. This individual will be responsible for building and maintaining client relationships with thegroups targeted clients. This person will interact and team with commercial team leads and relationship managers to deliver the entire suite of wealth management services to select clientele. This is a business development as well as client management role and the successful candidate will be recognized as our most accomplished advisors. WRMs may mentor and coach Wealth Relationship Associates as part of their duties and strategy within a particular market.
Position Accountabilities
- Solicits new clients in order to meet and exceed sales goals through prospecting efforts and networking activities and 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 and generates new business opportunities with an emphasis on loan and deposit growth and generation of fee income from AUM.
- 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. This includes building an appropriate team of specialists from within the organization to accomplish this.
- Builds and maintains positive working relationships with Commercial partners to improve penetration rates within existing clients.
- Refers clients to other business partners within the organization when appropriate to meet their financial needs; other LOBs include but are not limited to Commercial Treasury Management Retail and Mortgage.
- Travels as necessary to meet with clients and attend business meetings and networking events.
- Takes courses and attends seminars required to maintain professional certification and knowledge.
- Performs assigned responsibilities in compliance with all job-relevant legal and regulatory requirements.
- Maintains current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities.
- Performs other duties that may be assigned.
- Adheres to all applicable laws and regulations governing bank operations including compliance with Atlantic Union Bankshares BSA/AML Policy and Procedures.
Organizational Relationship
This position reports to the assigned Wealth Relationship Director or Managing Director - Wealth Consulting Group
Position Qualifications
Education & Experience
- Bachelors 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
Knowledge & Skills
- Superior Client service skills
- Sales oriented friendly and persuasive personality
- Comprehensive understanding of the banks products and services
- Strong prospecting sales and business development skills
- Ability to develop high net worth individuals and professional relationships
- 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
We are proud to be an EEO/AA Minority/Female/Disability/Veteran employer. We maintain a drug-free workplace.
Salary offered will be based on several factors including but not limited to education work experience certifications etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting Experience:
Manager
Employment Type
Full-Time
