Private Wealth Advisor — Hybrid Role for UHNW Clients

U.S. Bank; New York (NY); Hybrid; USD 148,000 - 175,000; Full time

Benefits offered by this job

401(k) plan

Paid vacation

Holiday pay

Job summary

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen relationships with High and Ultra High Net Worth clients.

You will leverage knowledge of investments, banking, and estate planning to frame, acquire, and retain clients, while partnering with specialists to deliver comprehensive wealth solutions. The role requires a broad network and a proven track record in business development.

Qualifications

• Bachelor's degree required.
• Eight or more years of experience with High and Ultra High Net Worth clients.
• Strong network and ability to build strategic partnerships.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow revenue through internal and external sales and advisory services.
• Collaborate with specialists to deliver holistic wealth solutions.

Skills

Relationship management

Networking

Business development

Client profiling

Holistic client management

Clear communication

Problem solving

Strategic advising

Independent decision making

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen relationships with High and Ultra High Net Worth clients.

You will leverage knowledge of investments, banking, and estate planning to frame, acquire, and retain clients, while partnering with specialists to deliver comprehensive wealth solutions. The role requires a broad network and a proven track record in business development.