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Senior Wealth Advisor for High‑Net‑Worth Clients
Job in
Durham, Durham County, North Carolina, 27703, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor in the United States seeks an experienced relationship manager to oversee a moderately complex affluent client portfolio across lending, credit, and deposits. The role involves proactively improving service, reviewing client goals, and aligning banking products with evolving needs.
Strong knowledge of wealth management, KYC, and risk management is essential, along with excellent communication and the ability to train teams on best practices and processes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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