Lead Wealth Management Banker, Wells Fargo

Wells Fargo

Location:
United States, Charleston, Columbia, Greenville

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Lead Wealth Management Banker (SAFE) role at Wells Fargo, focusing on developing and managing High Net Worth client relationships, advising on credit and deposit strategies, and ensuring compliance with regulatory requirements.

Job Responsibility:

Lead complex initiatives to develop new and manage existing High Net Worth client relationships with broad impact and act as key participant in large scale planning for Wealth Management Banking
Work as part of a Wealth team that utilizes and integrated planning approached to recommend strategies that utilize Wells Fargo's individual and institutional capabilities to create, enhance, and maintain client wealth
Review and analyze complex custom credit and deposit strategies and solutions to clients that require in depth evaluation of multiple factors including intangibles or unprecedented factors
Utilize solid banking practices to strategize and advise clients on appropriate credit and deposit strategies and products and to manage complex customized credit portfolios
Make decisions in banking practices to strategize and advise clients on appropriate credit and deposit strategies and products
Manage complex customized credit portfolios requiring solid understanding of the function, policies, procedures and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives
Collaborate and consult with peers, colleagues and more experienced managers to resolve issues and achieve goals
Interact with internal and external customers

Requirements:

5+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
Experience working with UHNW clients
Excellent sales and relationship management skills
Strong knowledge of credit and cash management services
Excellent sales advisory and discovery skills
Knowledge of wealth management products and referral partnerships

Nice to have:

FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
Experience working with UHNW clients
Excellent sales and relationship management skills
Strong knowledge of credit and cash management services
Excellent sales advisory and discovery skills
Knowledge of wealth management products and referral partnerships

Additional Information:

Job Posted:
April 30, 2025

Expiration:
May 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead Wealth Management Banker