Affluent Wealth Manager | Private Banking & Planning

U.S. Bank; Portland (OR); On-site; USD 98,000 - 120,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services for high-net-worth clients. The role focuses on proactive client contact, expert guidance, and collaboration with mortgage, small business banking, and trust services.

The position requires NMLS registration and may involve background/credit checks. You will develop, manage, and retain affluent client relationships by understanding goals and offering tailored wealth

Qualifications

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

Responsibilities

• Provide affluent wealth management client service and cross-team collaboration across departments.
• Develop, manage, and retain client relationships for Affluent Wealth Management.
• Offer expert advice and solutions aligned with client needs and goals.

Skills

Relationship management

Sales

Business development

Wealth products

Financial planning

Communication

Presentation skills

Analytical skills

Independent decision making

Education

Bachelor's degree or equivalent

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services for high-net-worth clients. The role focuses on proactive client contact, expert guidance, and collaboration with mortgage, small business banking, and trust services.

The position requires NMLS registration and may involve background/credit checks. You will develop, manage, and retain affluent client relationships by understanding goals and offering tailored wealth