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Private Wealth Client Advocate
Job in
New Orleans, Jefferson Davis Parish, Louisiana, 70123, USA
Listed on 2026-08-28
Listing for:
Regions Financial Corporation
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Regions Financial Corporation in New Orleans, Louisiana seeks a Private Wealth Relationship Specialist to assist a private wealth management team. You will handle routine transactions and respond to client inquiries while upholding high service standards.
The role emphasizes accuracy, client confidentiality, and proactive communication. A High School Diploma is required; a Bachelor's in business is preferred and prior private wealth experience is a plus.
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