Atlantic Union Bank · 4 hours ago
Wealth Relationship Manager (Hybrid-Raleigh or Wilmington)
Raleigh, NC
Full-time
Hybrid
Senior Level
7+ years expAtlantic Union Bank is seeking a Wealth Relationship Manager who will serve as the primary wealth advisor within the Wealth Consulting Group. The role involves building and maintaining client relationships, promoting wealth management services, and collaborating with commercial teams to enhance business development.
BankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
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
Company
Atlantic Union Bank
Atlantic Union Bank is a financial company that provides wealth management, private banking, and advisory products and services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$402.5M2024-10-21Post Ipo Equity· $402.5M
1993-10-08IPO
Leadership Team
Jule Kreyling
President and CEO
Jon Bridges
SVP, Mortgage Chief Operating Officer
Recent News
2026-01-22
2026-01-13
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