Affluent Wealth Manager & Private Banking

U.S. Bank; Fort Collins (CO); On-site; USD 91,440 - 111,760; Full time

Job summary

U.S. Bank seeks a Wealth Management Banker for the affluent segment to deliver a premier client experience across the full spectrum of banking products and services.

You will build and retain relationships with affluent clients, collaborating with mortgage, small business banking and trust services to tailor financial solutions. The role requires strong relationship management, advisory skills, and the ability to drive growth in a high-net-worth portfolio.

Qualifications

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

Responsibilities

• Own the affluent client experience and coordinate with mortgage, small business banking and personal trust services.
• Develop, manage, and retain client relationships for Affluent Wealth Management through proactive client contact.
• Provide expert advice and counsel to understand client needs and recommend product and service solutions.
• Collaborate with internal experts to deliver the full spectrum of U.S. Bank capabilities.

Skills

Relationship management

Sales

Business development

Financial planning

Analytical skills

Decision making

Presentation skills

Education

Bachelor's degree or equivalent work experience

Tools

Series 6-63 licenses

Series 7-63 licenses

Job description

U.S. Bank seeks a Wealth Management Banker for the affluent segment to deliver a premier client experience across the full spectrum of banking products and services.

You will build and retain relationships with affluent clients, collaborating with mortgage, small business banking and trust services to tailor financial solutions. The role requires strong relationship management, advisory skills, and the ability to drive growth in a high-net-worth portfolio.