Private Wealth Advisor – Hybrid Client Growth Leader

US Bank; Scottsdale (AZ); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships using broad knowledge of investments, banking, and trust services. This role emphasizes growth through internal and external sales and close client collaboration with specialists.

The position requires a robust network, exceptional relationship skills, and the ability to develop customized wealth strategies for High Net Worth clients in a hybrid work setting.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience with High and Ultra High Net Worth clients.
• Established network with relationship management and business development skills.
• Experience profiling clients and formulating customized strategies to address their needs.
• Holistic approach to managing client relationships with team leadership.
• Strong communication skills and ability to simplify complex concepts for diverse audiences.
• Passion for problem-solving and acting as a strategic advisor.
• Professional designation such as CFA or CFP is preferred.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Coordinate with a team of specialists to deliver comprehensive wealth services.
• Act as a conduit for strategic partners in the region and maintain strong client networks.

Skills

Networking

Relationship management

Business development

Client segmentation

Strategic advisory

Communication

Problem solving

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships using broad knowledge of investments, banking, and trust services. This role emphasizes growth through internal and external sales and close client collaboration with specialists.

The position requires a robust network, exceptional relationship skills, and the ability to develop customized wealth strategies for High Net Worth clients in a hybrid work setting.