Private Wealth Advisor — Build UHNW Relationships

U.S. Bank; Charlotte (NC); On-site; USD 140,000 - 175,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships across the wealth spectrum. The advisor uses expertise in investments, banking, and estate planning to frame and deliver tailored strategies.

A team of specialists supports growth with internal and external sales and new client relationships. The role requires established network, strong relationship management skills, and ability to act as a strategic advisor to UHNW

Qualifications

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Leverage knowledge of investments, banking, wealth and estate planning, and trust services to frame client solutions.
• Grow business through internal and external sales and development of new client relationships.
• Coordinate with specialists to provide deeper knowledge in areas of expertise.

Skills

Relationship management

Networking

Business development

Strategic partnerships

Client profiling

Holistic client management

Communication

Problem solving

Independent decision making

Strategic advisory

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships across the wealth spectrum. The advisor uses expertise in investments, banking, and estate planning to frame and deliver tailored strategies.

A team of specialists supports growth with internal and external sales and new client relationships. The role requires established network, strong relationship management skills, and ability to act as a strategic advisor to UHNW