Private Wealth Portfolio Manager – Strategic Client Growth

Us Bank; Chicago (IL); On-site; USD 132,000 - 161,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Senior Investment Manager to oversee individual and trust assets, aligned with client objectives.

You will manage investment relationships while driving retention and portfolio growth within Private Wealth Management, ensuring high service levels and strategic engagement with clients. With extensive investment experience, you will articulate investment strategies, present to clients, and support a team delivering tailored financial solutions.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of investment experience required.
• Strong understanding of investment management and finance concepts.

Responsibilities

• Manage individual and/or trust account assets and investment relationships.
• Maintain client retention to achieve Net Portfolio growth objectives.
• Solicit, develop, manage, and retain client relationships for Private Wealth Management (PWM).

Skills

Investment management

Finance knowledge

Relationship management

Client services

Communication skills

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Senior Investment Manager to oversee individual and trust assets, aligned with client objectives.

You will manage investment relationships while driving retention and portfolio growth within Private Wealth Management, ensuring high service levels and strategic engagement with clients. With extensive investment experience, you will articulate investment strategies, present to clients, and support a team delivering tailored financial solutions.