Private Wealth Portfolio Manager - Investment Partner

Us Bank; Charlotte (NC); Hybrid; USD 98,175 - 115,500; Full time

Benefits offered by this job

Healthcare

Dental & Vision

Life Insurance

Short/Long-term Disability

401(k) employer matching

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking an Investment Partner within Private Wealth Management to help solicit, develop, and retain client relationships for Investments.

You will partner with a Senior Advisor to drive business development, client engagement, and revenue growth, while honing technical investment management and client-facing skills. The role emphasizes a strong sales support background and a path toward becoming an Investment Portfolio Manager, with a hybrid schedule and in-office presence three or

Qualifications

• Bachelor's degree, or equivalent work experience.
• Four to seven years of related experience.

Responsibilities

• Solicit, develop, manage, and retain client relationships for Investments.
• Partner with Senior Advisor to drive business development and client engagement in PWM sales.
• Aim to achieve sales, revenue and practice excellence goals and contribute to portfolio management.
• Identify and resolve client needs with strong analytical skills.

Skills

Interpersonal skills

Client facing

Communication (written)

Data interpretation

Microsoft Office

CFP/CFA a plus

Education

Bachelor's degree or equivalent

Tools

MS Office

Job description

U.S. Bank is seeking an Investment Partner within Private Wealth Management to help solicit, develop, and retain client relationships for Investments.

You will partner with a Senior Advisor to drive business development, client engagement, and revenue growth, while honing technical investment management and client-facing skills. The role emphasizes a strong sales support background and a path toward becoming an Investment Portfolio Manager, with a hybrid schedule and in-office presence three or