Wealth Relationship Manager (Hybrid-Raleigh or Wilmington)

The Wealth Relationship Manager is the primary wealth advisor within the Wealth Consulting Group, responsible for building and maintaining client relationships with targeted clients.

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
• 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

Benefits

• Comprehensive benefits package
• Incentive compensation plan
• Discretionary profit sharing bonus program