Affluent Wealth Manager: Private Banking Growth

U.S. Bank

Las Vegas (NV)

On-site

USD 91,000 - 112,000

Full time

5 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability insurance
Parental leave
401(k) retirement plan
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking an experienced Wealth Management Banker in the affluent segment to enhance the client experience and drive growth across the full spectrum of bank products and services.

You will work with clients to understand goals and offer tailored solutions, coordinating with mortgage, small business banking, and personal trust services as needed. The role requires NMLS registration under SAFE Act and Reg Z, plus a background/credit check.

Qualifications

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

Responsibilities

  • Develop, manage, and retain affluent client relationships through proactive contact.
  • Provide expert advice and counsel on affluent wealth banking client relationships.
  • Collaborate with mortgage, small business banking, and personal trust services as needed.
  • Adhere to NMLS registration requirements and pass background/credit checks.

Skills

Relationship management
Sales
Business development
Wealth product knowledge
Financial planning
Client communications
Independent decision making
Analytical skills

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking an experienced Wealth Management Banker in the affluent segment to enhance the client experience and drive growth across the full spectrum of bank products and services.

You will work with clients to understand goals and offer tailored solutions, coordinating with mortgage, small business banking, and personal trust services as needed. The role requires NMLS registration under SAFE Act and Reg Z, plus a background/credit check.

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