Private Wealth Manager

6 days ago


Atlanta, Georgia, United States First Citizens Bank Full time
Job Summary

We are seeking a skilled Private Wealth Manager to join our team at First Citizens Bank. As a Private Wealth Manager, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with customized banking solutions and wealth management services.

Key Responsibilities
  • Client Acquisition: Acquire new clients for our Wealth Management division through various sales and marketing techniques, providing customized banking solutions based on their needs and goals.
  • Portfolio Management: Manage a portfolio of high net worth clients, providing complex credit and deposit solutions, monitoring performance, and ensuring compliance with all applicable standards.
  • Sales and Relationship Development: Sell appropriate credit, depository, and wealth management solutions to clients, developing deep relationships and identifying new sales opportunities.
  • Collaboration and Teamwork: Work closely with wealth partners and specialists to support the client experience, coordinating the delivery of additional wealth management products and solutions.
Requirements
  • Bachelor's Degree and 8 years of experience in Financial Services Relationship Management, or High School Diploma or GED and 12 years of experience in Financial Services Relationship Management.
  • Possess valid Series 7, 63 & 65 or 66 licenses.
  • Credit underwriting skills.
About First Citizens Bank

First Citizens Bank is a leading financial institution with over 100 years of experience, serving customers in 18 states and the District of Columbia. We are committed to helping our customers achieve a lifetime of success, with a focus on providing exceptional customer service and building long-term relationships.



  • Atlanta, Georgia, United States augmentjobs Full time

    Job OverviewPosition: Head of Private Wealth ManagementCompany: AugmentjobsSalary Range: $145,000 to $196,000Experience Level: 8 to 12 yearsRole Summary: In the capacity of Head of Private Wealth Management at Augmentjobs, you will spearhead the private wealth management sector, concentrating on the provision of bespoke investment strategies and financial...

  • Private Banker

    2 days ago


    Atlanta, Georgia, United States First Citizens Bank Full time

    Job SummaryFirst Citizens Bank is seeking a skilled Private Banker to join our Wealth Management team. As a Private Banker, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with customized banking solutions and wealth management services.Key ResponsibilitiesClient Acquisition:...


  • Atlanta, Georgia, United States The Goldman Sachs Group, Inc Full time

    Job DescriptionPrivate Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies...


  • Atlanta, Georgia, United States AllianceBernstein Full time

    Job OverviewBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As a leading financial services organization, we prioritize talent development and strive to select and cultivate exceptional professionals.Key ResponsibilitiesCollaborate with senior professionals to drive career...


  • Atlanta, Georgia, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Atlanta, Georgia, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Atlanta, Georgia, United States Advantage xPO Full time

    Advantage xPO is in search of a motivated and engaging Administrative Support Specialist to assist a thriving Private Wealth Management division within a prominent global financial services firm. The successful candidate will possess at least two years of experience in an administrative capacity within a corporate environment.Key Responsibilities:Organizing...


  • Atlanta, Georgia, United States Advantage xPO Full time

    Advantage xPO is in search of a skilled and personable Administrative Support Specialist to assist a thriving Private Wealth Management division within a prominent global financial services firm. The ideal candidate will possess at least two years of administrative experience in a corporate environment.Key Responsibilities:Organizing travel logistics and...


  • Atlanta, Georgia, United States Advantage xPO Full time

    Advantage xPO is in search of a motivated and engaging Administrative Professional to deliver essential support to a thriving Private Wealth Management division within a prominent global financial services organization. The successful candidate will possess at least two years of administrative experience in a corporate environment.Key...


  • Atlanta, Georgia, United States Advantage xPO Full time

    Advantage xPO is in search of a dedicated and engaging Administrative Support Specialist to assist a thriving Private Wealth Management division within a prominent global financial services firm. The successful candidate will possess at least two years of administrative experience in a corporate environment.Key Responsibilities:Organizing travel logistics...


  • Atlanta, Georgia, United States Truist Full time

    Job SummaryWe are seeking a highly motivated and experienced Wealth Private Banking Advisor II to join our team at Truist. As a key member of our Private Wealth Banking group, you will be responsible for deepening client relationships and delivering exceptional banking and credit solutions to our high net worth clients.Key ResponsibilitiesClient Relationship...


  • Atlanta, Georgia, United States Advantage xPO Full time

    Advantage xPO is seeking a dedicated and personable Administrative Coordinator to assist a thriving Private Wealth Management division within a prominent global financial services organization. The successful candidate will possess at least two years of administrative experience in a corporate environment.Key Responsibilities:Overseeing travel logistics and...


  • Atlanta, Georgia, United States Advantage xPO Full time

    Advantage xPO is seeking a motivated and personable Administrative Coordinator to provide essential support to a thriving Private Wealth Management division within a prominent global financial services organization. The successful candidate will possess at least two years of administrative experience in a corporate environment.Key Responsibilities:Organizing...


  • Atlanta, Georgia, United States First Horizon National Corporation Full time

    About the RoleWe are seeking a highly skilled Private Banking Relationship Manager to join our team at First Horizon National Corporation. As a key member of our private banking team, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and exceptional customer...


  • Atlanta, Georgia, United States DBS Bank Full time

    Job SummaryWe are seeking a highly experienced and skilled Senior Manager, Wealth Management Operations to join our team at DBS Bank. As a key member of our Group Technology and Operations (T&O) team, you will be responsible for managing the Corporate Actions processing team under Hong Kong Wealth Management Operations (WMO) to ensure timely and accurate...


  • Atlanta, Georgia, United States First Horizon National Corporation Full time

    About the RoleWe are seeking a highly skilled Private Banking Relationship Manager to join our team at First Horizon National Corporation. As a key member of our Private Banking team, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and exceptional customer...


  • Atlanta, Georgia, United States Independent Resourcing Consultancy Ltd Full time

    About the RoleOur client, a leading financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.Key ResponsibilitiesDevelop and manage a portfolio of high-net-worth...


  • Atlanta, Georgia, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Atlanta, Georgia, United States H Cap Connect, LLC. Full time

    Job DescriptionH Cap Connect, LLC. is seeking a highly skilled and motivated Wealth Management Professional to join our team. As an Associate Wealth Advisor, you will play a critical role in forming long-lasting and mutually beneficial relationships with clients, team members, vendors, and the community.Key Responsibilities:Client Relationship Management:...


  • Atlanta, Georgia, United States Bank of America Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Professional to join our team at Bank of America. As a key member of our Financial Services team, you will play a critical role in supporting our Financial Advisors and Wealth Management Client Associates in delivering exceptional client experiences.Key ResponsibilitiesDevelop and implement client...