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  1. Home
  2. chevron_right
  3. accounting & finance
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  5. Market Leader, Wealth & Investment Management
UBA America logo

Market Leader, Wealth & Investment Management

Not Disclosed•Full-TimeOn-site

location_onNational Institutes of Health, 9000, Rockville Pike, Pooks Hill, Bethesda, Montgomery County, Maryland, 20892, United States

Apply Now

About the Role

As the Market Leader for Wealth & Investment Management, you will serve as the primary relationship manager and face of United Bank within your assigned geographic region. This role is designed to drive business success by managing complex fiduciary accounts and cultivating deep relationships with a diverse network of ultra-high net worth clients, including individuals, families, and institutions.

You will act as a strategic partner to clients, discussing investment performance, economic trends, and financial market dynamics to address their evolving needs. Beyond client management, you will lead local marketing initiatives, host events, and build centers-of-influence to grow the brand presence of United Wealth Management. Success in this position requires a blend of entrepreneurial spirit and disciplined sales management to actively develop leads and referrals while partnering with Retail, Commercial, and Business Banking teams to deepen the bank's footprint in the community.

Our Culture and Leadership Standards

At United, we believe the challenge to be the best never ends. As a leader, you are expected to embody our core values of Integrity, Hard Work, Teamwork, and Caring. We hold our managers to fundamental standards that drive our business forward:

  • Drive Evolution: We seek an entrepreneurial spirit capable of driving transformational change and delivering excellence in customer service.
  • Accountability: We believe in taking ownership of personal and team results, empowering team members to accomplish competitive goals.
  • Employee Empowerment: We are committed to recruiting, leading, and developing high-achieving employees, recognizing that talent development is a key driver of business success.

Our strength lies in our people. We are committed to nurturing a culture that reflects the communities we serve, promotes respect and a shared purpose, and aligns with our core values. We recognize our employees as our greatest asset and strive to provide professional and personal development opportunities, including career advancement, industry trainings, wellness initiatives, and mentoring programs.

Equal Opportunity

United Bank is an Equal Opportunity Employer. We are committed to nurturing a culture that is reflective of the communities we serve. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Work location

Work model: On-site

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location_on

National Institutes of Health, 9000, Rockville Pike, Pooks Hill, Bethesda, Montgomery County, Maryland, 20892, United States

Bethesda, Maryland

Key Responsibilities

  • check_circleServe as market representative for Wealth & Investment Management division
  • check_circleManage client relationships and review portfolio performance quarterly
  • check_circleDiscuss investment performance and market trends with ultra-high net worth clients
  • check_circleDevelop leads and referrals to build a healthy sales activity pipeline
  • check_circleLead local marketing, events, and centers-of-influence outreach
  • check_circlePartner with other bank teams to generate referrals and deepen relationships
  • check_circleImplement financial products and recommend changes to the Wealth Management platform
  • check_circleEngage in fiduciary decision making for complex client trust accounts
  • check_circlePrepare and oversee annual or quarterly account reviews
  • check_circleReview investment performance with portfolio managers to ensure proper allocations
  • check_circleHandle risk management and resolve legal and compliance issues

Requirements

  • verifiedBachelor's degree required
  • verified10+ years financial sales, investment, or portfolio management experience
  • verified5+ years wealth management experience
  • verifiedAbility to attain Certified Trust and Financial Advisor (CTFA) certification within one year
  • verifiedCertified Financial Planning certification highly desired

Nice to Have

Master's degree. Certified Financial Planning certification.

Benefits & Perks

check_circleCareer advancement opportunitiescheck_circleJob and industry trainingscheck_circleWellness initiativescheck_circleMentoring programscheck_circleLeadership programs
UBA America cover image
UBA America logo
Company

UBA America

Industry

Banking

Headquarters

New York, NY

Open Roles

1

Africa's Global Bank

UBA America operates as a federally chartered bank in the United States, serving as the sole sub-Saharan African institution with an operational U.S. banking license. Headquartered in New York, New York, the firm leverages its location in a global financial clearing hub to facilitate cross-border commerce. Established initially as a representative office in 1982 before receiving its federal banking license in 1984, UBA America functions as a branch of UBA Plc, which is based in Lagos, Nigeria. As a member of the U.S. Federal Reserve System, the bank holds the same powers and privileges as a U.S. national bank while adhering to strict oversight from both the Office of the Comptroller of the Currency and the Central Bank of Nigeria. The organization delivers Treasury, Trade Finance, and Correspondent Banking solutions to clients seeking to connect with African markets. This capability is supported by its parent company, UBA Plc, one of Africa's major financial institutions with over 21 million customers across 20 African nations. The group maintains a physical footprint in New York, London, and Paris, utilizing its extensive network of 750 branches to support retail and corporate banking needs. UBA America focuses on enabling innovative cross-border payments and trade finance, providing a strategic link between American businesses and the broader African economy through its established international banking framework.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

10+ yrs (Lead)

Education

Bachelor's degree required

Job Type

Full-Time

Skills Required

Certified Trust And Financial AdvisorCertified Financial PlanningWealth ManagementInvestment ManagementPortfolio ManagementFiduciary
Not Disclosedarrow_forward
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
Job types
Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
Top states
Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
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Popular skills
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About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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