Affluent Wealth Manager: Client Growth & Planning

Us Bank; Portland (OR); On-site; USD 98,000 - 120,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

11 paid holidays

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver a full-spectrum client experience and collaborate with mortgage, small business banking and personal trust services to meet client needs.

You will develop, manage, and retain affluent relationships, providing expert advice while meeting NMLS registration requirements and maintaining compliant practices.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five+ years of experience in Wealth Management private banking or senior financial services.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Provide expert advice and counsel in affluent wealth banking and product solutions.
• Collaborate with mortgage, small business banking and personal trust services as needed.

Skills

Relationship management

Sales

Business development

Wealth planning

Financial planning

Independent decision making

Communication

Presentation skills

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver a full-spectrum client experience and collaborate with mortgage, small business banking and personal trust services to meet client needs.

You will develop, manage, and retain affluent relationships, providing expert advice while meeting NMLS registration requirements and maintaining compliant practices.