Elite Private Wealth Advisor for UHNW Clients

U.S. Bank; Milwaukee (WI); On-site; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) plan

Paid vacation

Holiday opportunities

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Private Wealth Advisor to assemble and lead a team of trust, banking and investment professionals serving high net worth clients. The role centers on retaining and expanding client relationships with a holistic, compliant advisory approach.

You will collaborate with product specialists to deliver comprehensive wealth advice across trust, private banking and investment services, while meeting NMLS registration and regulatory requirements.

Qualifications

• Bachelor’s degree, or equivalent work experience
• Eight or more years of experience interacting with High and Ultra High Net Worth clients
• Strong relationship management, networking and business development skills
• Holistic view of the client and ability to partner with colleagues to serve unique client needs
• Well-developed analytical and problem-solving skills
• Ability to make critical decisions independently
• Excellent presentation, interpersonal, verbal and written communication skills

Responsibilities

• Build a team of trust, banking and investment professionals around high net worth clients or client relationships
• Retain and grow assigned client relationships
• Partner with PWM Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management
• Ensure fiduciary administration and adherence to compliance requirements

Skills

Relationship management

Networking

Business development

Analytical thinking

Decision making

Communication skills

Education

Bachelor’s degree

CFA/CFP preferred

Job description

U.S. Bank is seeking a Private Wealth Advisor to assemble and lead a team of trust, banking and investment professionals serving high net worth clients. The role centers on retaining and expanding client relationships with a holistic, compliant advisory approach.

You will collaborate with product specialists to deliver comprehensive wealth advice across trust, private banking and investment services, while meeting NMLS registration and regulatory requirements.