Affluent Wealth Manager - Client Relationships & Growth

U.S. Bank; Mayfield Heights (OH); In loco; USD 91.000 - 112.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Parental leave

Disability insurance

EQUAL opportunity employer

Descrizione del lavoro

U.S. Bank is seeking a Wealth Management Banker focused on affluent clients to deliver full-spectrum financial solutions and a superior client experience.

You will develop and manage relationships, understand client goals, and coordinate with specialists to provide tailored products and services. You will collaborate with mortgage, small business banking, and trust services to identify needs and craft plans that align with goals and risk tolerance, while maintaining regulatory compliance and

Competenze

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

Mansioni

• Develop and manage affluent client relationships to grow the book of business.
• Collaborate with mortgage, small business banking and personal trust teams to deliver solutions.
• Provide expert financial guidance aligned with client goals and risk profile.

Conoscenze

Relationship management

Sales experience

Business development

Communication skills

Financial planning

Formazione

Bachelor's degree

Descrizione del lavoro

U.S. Bank is seeking a Wealth Management Banker focused on affluent clients to deliver full-spectrum financial solutions and a superior client experience.

You will develop and manage relationships, understand client goals, and coordinate with specialists to provide tailored products and services. You will collaborate with mortgage, small business banking, and trust services to identify needs and craft plans that align with goals and risk tolerance, while maintaining regulatory compliance and