Affluent Wealth Manager & Client Growth

U.S. Bank; Bridgeton (MO); Presencial; USD 80.000 - 98.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) and retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Descripción de la vacante

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of bank products and services with respect to client needs and goals. The role involves developing, managing, and retaining affluent client relationships through proactive engagement and expert advisory.

The position requires NMLS registration under the SAFE Act and licenses (Series 6-63 or Series 7-63). Collaboration with mortgage, small business banking, and personal trust services is essential

Formación

• Bachelor's degree or equivalent work experience.
• Up to three years of experience in Wealth Management/private banking or financial services.
• Licensing: Series 6-63 or Series 7-63 required.

Responsabilidades

• Develop and retain affluent client relationships.
• Coordinate with mortgage, small business banking and personal trust services.
• Provide expert advice and counsel to clients in affluent wealth management.
• Identify client needs and recommend product and service solutions.
• Engage in wealth discussions to grow the book of business.

Conocimientos

Relationship management

Sales & business development

Wealth products knowledge

Financial planning

Client discussions

Analytical skills

Decision making

Communication skills

Educación

Bachelor's degree or equivalent

Herramientas

Series 6-63

Series 7-63

Descripción del empleo

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of bank products and services with respect to client needs and goals. The role involves developing, managing, and retaining affluent client relationships through proactive engagement and expert advisory.

The position requires NMLS registration under the SAFE Act and licenses (Series 6-63 or Series 7-63). Collaboration with mortgage, small business banking, and personal trust services is essential