Affluent Wealth Manager - Private Banking & Growth

U.S. Bank; Richmond (VA); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental Leave

401(k)

Paid Vacation

Sick Leave

Adoption Assistance

Job summary

U.S. Bank's Wealth Management Banker in the affluent segment is responsible for delivering the full spectrum of products and services to affluent clients, building and retaining relationships through proactive engagement, and providing expert financial guidance tailored to clients’ goals.

The role requires NMLS registration and compliance with finance regulations. The position emphasizes collaboration with mortgage, small business banking, and personal trust services to deliver comprehensive

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

• Develop, manage, and retain affluent client relationships.
• Provide expert advice and counsel in affluent wealth banking by understanding client needs and goals.
• Collaborate with mortgage, small business banking, and personal trust services to deliver full product solutions.

Skills

Strong relationship management

Sales

Business development

Wealth products knowledge

Financial planning

Communication skills

Education

Bachelor’s degree, or equivalent work experience

Job description

U.S. Bank's Wealth Management Banker in the affluent segment is responsible for delivering the full spectrum of products and services to affluent clients, building and retaining relationships through proactive engagement, and providing expert financial guidance tailored to clients’ goals.

The role requires NMLS registration and compliance with finance regulations. The position emphasizes collaboration with mortgage, small business banking, and personal trust services to deliver comprehensive