Private Wealth Investment Partner — PWM Growth

U.S. Bank; Minneapolis (MN); On-site; USD 93,000 - 109,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Minneapolis, MN is seeking an Investment Partner within Private Wealth Management to deepen client relationships and support investment strategy execution.

You will work with a Senior Advisor to drive business development, retention, and engagement in PWM sales and relationship management initiatives. The role focuses on honing technical investment management skills and developing superior client-facing abilities to become a trusted partner to a Portfolio Manager.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Strong interpersonal and written communication skills.
• Ability to identify and resolve exceptions and interpret data with minimal guidance.

Responsibilities

• Solicit, develop, manage, and retain client relationships for Investments.
• Partner with Senior Advisor to drive business development and client retention in PWM.
• Support sales and relationship management strategies to achieve goals.

Skills

Interpersonal skills

Communication skills

Client facing

Problem solving

Data interpretation

MS Office

Team collaboration

Education

Bachelor's degree

Equivalent work experience

Tools

Microsoft Office

Job description

U.S. Bank in Minneapolis, MN is seeking an Investment Partner within Private Wealth Management to deepen client relationships and support investment strategy execution.

You will work with a Senior Advisor to drive business development, retention, and engagement in PWM sales and relationship management initiatives. The role focuses on honing technical investment management skills and developing superior client-facing abilities to become a trusted partner to a Portfolio Manager.