Affluent Wealth Manager & Relationship Lead

U.S. Bank; Broomfield (CO); Presencial; USD 104 000 - 127 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health coverage

Life Insurance

Disability leave

Parental leave

401(k)

Vacation days

Holiday pay

Adoption assistance

Sick leave

Resumo da oferta

U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment to deliver the full spectrum of wealth products and services.

You will manage and retain client relationships, coordinating with mortgage, small business banking, and trust services to provide tailored solutions. The role emphasizes proactive client engagement, deep understanding of client goals, and expert financial planning within an affluent portfolio.

Qualificações

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

Responsabilidades

• Develop and retain affluent client relationships across assigned and prospective clients.
• Collaborate with mortgage, small business banking and personal trust services to deliver full wealth solutions.
• Provide expert advice tailored to clients' needs and goals in affluent wealth management.
• Proactively contact clients to grow and manage the book of business.

Conhecimentos

Relationship management

Sales

Business development

Wealth products

Financial planning

Communication skills

Formação académica

Bachelor's degree, or equivalent work experience

Ferramentas

Series 6-63 license

Series 7-63 license

Descrição da oferta de emprego

U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment to deliver the full spectrum of wealth products and services.

You will manage and retain client relationships, coordinating with mortgage, small business banking, and trust services to provide tailored solutions. The role emphasizes proactive client engagement, deep understanding of client goals, and expert financial planning within an affluent portfolio.