Regions Financial·6 days ago
6 days ago
Private Wealth Management Wealth Advisor
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What you'll do
- Develop and maintain client relationships within affluent and high net worth market segments
- Provide comprehensive financial planning and asset management services
- Collaborate with internal partners to identify growth opportunities
What they're looking for
- financial planning
- asset management
- personal trust
- estate planning
- insurance services
- risk management
- consumer credit
- mortgage credit
- relationship management
- business development
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for a Private Wealth Management Advisor to develop and maintain client relationships within affluent and high net worth market segments. This role involves providing comprehensive financial planning and asset management services while collaborating with internal partners to identify growth opportunities.
Skills
- financial planning
- asset management
- personal trust
- estate planning
- insurance services
- risk management
- consumer credit
- mortgage credit
- relationship management
- business development
- presentation skills
- negotiation skills
- verbal communication
- written communication
- client needs assessment
Company
Regions Financial
201 Monroe Street, United States of America
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