Wealth Management Private Banker

SUMMARY

Private Banker is responsible for acquiring, maintaining, and expanding high value client relationships. Consult with clients regarding their financial needs and provide full-service banking and wealth management services to them through the coordination of a team of wealth management professionals.

Continually build a network of internal and external sources to acquire new client relationships and to further enhance the client experience.

EDUCATION AND EXPERIENCE REQUIREMENTS

• Bachelor's Degree.
• Preferred professional designations : CFP, CFA, CPA, and / or JD.
• Preferred licenses : Life and Health Insurance.
• Five or more years of experience in private banking and / or wealth management
• Knowledge of wealth management and wealth planning concepts
• Knowledge of consumer and commercial credit structuring and lending practices.
• Interpersonal skills to represent the bank positively in dealing with clients.
• Good analytical, verbal and written communication skills.
• Must have a sharp business development focus.
• Possess effective sales and negotiation skills.
• Participate in all required compliance training, including Bank Secrecy Act / anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars / conferences, etc.

JOB FUNCTIONS

• Drive business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including, investment management, wealth planning, credit and banking needs.
• Manage the ongoing client relationship, conduct periodic relationship reviews and further penetrate client’s use of services to achieve targeted growth.
• Coordinate a team of wealth management professionals to deliver financial solutions and the required client experience.
• Work to maintain strong relationships with centers of influence including internal partners, attorneys, accountants, insurance agents, and financial planners.
• Actively participate in community activities and events with purpose of visibility in the community and prospects.
• Performs other duties as assigned.
• NOTE : This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act.

WORK ENVIRONMENT

UCB Branch Office (Orlando, FL, Ponte Vedra, FL)

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 10% travel.

OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and / or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.

Other duties, responsibilities and activities may change or be assigned at any time with or without notification.