Affluent Wealth Manager & Relationship Builder

U.S. Bank; Saint Joseph (MO); On-site; USD 86,000 - 106,000; Full time

Job summary

U.S. Bank in the United States seeks a Wealth Management Banker in the affluent segment to deliver an exceptional client experience, coordinating with mortgage, small business banking and personal trust services to meet client needs.

You will develop, manage, and retain relationships for affluent clients, provide expert advice, and proactively contact assigned and prospective clients; NMLS registration is required and background checks apply.

Qualifications

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

Responsibilities

• Develop, manage, and retain affluent client relationships through proactive client contact
• Provide expert wealth guidance and tailor product/service solutions to client needs

Skills

Relationship management

Sales

Business development

Wealth discussions

Analytical thinking

Education

Bachelor's degree or equivalent work experience

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank in the United States seeks a Wealth Management Banker in the affluent segment to deliver an exceptional client experience, coordinating with mortgage, small business banking and personal trust services to meet client needs.

You will develop, manage, and retain relationships for affluent clients, provide expert advice, and proactively contact assigned and prospective clients; NMLS registration is required and background checks apply.