Affluent Wealth Manager: Grow Client Relationships

U.S. Bank; Menomonee Falls (WI); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver an exceptional client experience and coordinate across mortgage, small business banking, and personal trust services.

The role focuses on developing, managing, and retaining relationships with affluent clients, providing expert advice and proactive engagement to grow the book of business. Required are strong relationship management skills, Series 6-63 or 7-63 licenses, and a bachelor’s degree or equivalent

Qualifications

• Bachelor's degree, or equivalent work experience.
• Seven or more years of experience in Wealth Management private banking.
• Series 6-63 or Series 7-63 licenses.
• SIE at a minimum strongly preferred

Responsibilities

• Develop, manage, and retain client relationships for Affluent Wealth Management.
• Provide expert advice and counsel in affluent wealth banking client relationships by understanding clients’ needs.
• Collaborate with mortgage, small business banking and personal trust services to deliver full-spectrum offerings.

Skills

Relationship management

Sales

Business development

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 an exceptional client experience and coordinate across mortgage, small business banking, and personal trust services.

The role focuses on developing, managing, and retaining relationships with affluent clients, providing expert advice and proactive engagement to grow the book of business. Required are strong relationship management skills, Series 6-63 or 7-63 licenses, and a bachelor’s degree or equivalent