Affluent Wealth Manager – Grow Your Book

Us Bank; Orlando (FL); On-site; USD 100,000 - 122,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic/optional)

Disability coverage (short/long-term)

Parental leave

401(k) retirement plan

Paid vacation 2-5 weeks

Up to 11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an experienced Wealth Management Banker for the affluent segment to manage the client experience and coordinate with internal experts to offer the full spectrum of bank products and services. You will develop, manage, and retain relationships with affluent clients through proactive outreach.

Your role includes meeting clients, assessing needs, recommending suitable wealth solutions, and collaborating with Advisors to grow the client base and revenue.

Qualifications

• Bachelor's degree or equivalent work experience.
• Seven+ years in Wealth Management private banking.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Prospect and call leads.
• Meet with affluent clients to collect financial information and assess needs.
• Determine suitable financial products for clients' circumstances.
• Deliver strategies and capabilities including lending, deposits, and purchasing power.
• Grow affluent client base and increase revenue through proactive client service.
• Partner with Advisor as a teammate.
• Collaborate with branch teammates to identify affluent prospects.
• Refer and partner with other financial services within U.S. Bank channels.

Skills

Relationship management

Sales

Wealth product knowledge

Financial planning

Analytical skills

Independent decision making

Communication skills

Education

Bachelor's degree or equivalent work experience

Tools

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank seeks an experienced Wealth Management Banker for the affluent segment to manage the client experience and coordinate with internal experts to offer the full spectrum of bank products and services. You will develop, manage, and retain relationships with affluent clients through proactive outreach.

Your role includes meeting clients, assessing needs, recommending suitable wealth solutions, and collaborating with Advisors to grow the client base and revenue.