Senior Middle Ticket Underwriter
ucbi
🌍 RemoteFULL TIME💰 USD 68K–206K/yr
Wealth Management Private Banker
ucbi· Wealth Management
About this role
Overview
Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.
What You’ll Do
- Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
- Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
- Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets.
- Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.
- Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
- Community Engagement: Actively participate in community events to enhance visibility and attract new prospects.
- Compliance: Ensure adherence to all compliance training and regulatory requirements.
Requirements For Success
- 5+ years in private banking and/or wealth management.
- Strong understanding of wealth management and planning concepts.
- Expertise in consumer and commercial credit structuring and lending practices.
- Proven track record in business development and client acquisition.
Bachelor's Degree.
Preferred Professional Designations:
- CFP, CFA, CPA, and/or JD.
- Life and Health Insurance.
Conditions of Employment
- Must be able to pass a criminal background & credit check
- This is a full-time, non-remote position
FLSA Status
- Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $0.00 - USD $0.00 /Yr.Frequently Asked Questions
Is the salary disclosed for the Wealth Management Private Banker position at ucbi?
The salary for this Wealth Management Private Banker role at ucbi is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Wealth Management Private Banker job at ucbi remote?
Yes, this Wealth Management Private Banker position at ucbi is remote, with team members based in Huntsville, AL, US. You can work from home or anywhere in the supported regions.
Is the Wealth Management Private Banker role at ucbi full-time or part-time?
This is listed as a FULL TIME position. It is posted as a Wealth Management Private Banker role in the Wealth Management department at ucbi.
Which team or department does the Wealth Management Private Banker at ucbi belong to?
This Wealth Management Private Banker position is part of the Wealth Management department at ucbi. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Wealth Management Private Banker position at ucbi?
Click the "Apply Now" button on this page. You will be redirected to ucbi's official application portal hosted on icims where you can submit your application directly.
When was the Wealth Management Private Banker job at ucbi posted?
This Wealth Management Private Banker position at ucbi was posted on Feb 3, 2026. Apply as soon as possible — early applications are often reviewed first.
Wealth Management Private Banker
ucbi
You'll be redirected to ucbi's official application page on icims.