Private Wealth Advisor Partner: Build Premier Client Relationships

U.S. Bank; Billings (MT); On-site; USD 58,000 - 96,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Holiday opportunities

Adoption assistance

Job summary

U.S. Bank is seeking a Private Wealth Advisor Partner within its Private Wealth Management division. The role shares responsibility for soliciting, developing, managing, and retaining client relationships with focus on sales and relationship management strategies.

Strong client-facing skills and a proven sales-support background are essential. You will work with Senior Advisors to achieve revenue and practice excellence goals while honing product-specific expertise and client-facing abilities.

Qualifications

• Bachelor's degree or equivalent work experience.
• Up to three years of related experience.
• Strong client-facing and communication skills; proficient with MS Office.

Responsibilities

• Soliciting, developing, managing, and retaining client relationships in Private Wealth Management.
• Collaborate with Senior Advisor to drive business development, client retention and engagement.
• Support sales and relationship management strategies and maintain high professional standards.

Skills

Interpersonal skills

Verbal communication

Written communication

Client facing

Analytical skills

MS Office

Education

Bachelor's degree or equivalent

Tools

MS Office

Job description

U.S. Bank is seeking a Private Wealth Advisor Partner within its Private Wealth Management division. The role shares responsibility for soliciting, developing, managing, and retaining client relationships with focus on sales and relationship management strategies.

Strong client-facing skills and a proven sales-support background are essential. You will work with Senior Advisors to achieve revenue and practice excellence goals while honing product-specific expertise and client-facing abilities.