Private Wealth Portfolio Partner

U.S. Bank; Florida; Hybrid; USD 98,000 - 116,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking an Investment Partner within Private Wealth Management (PWM) to develop and retain client relationships for investments.

You will work with a Senior Advisor to drive business development and improve client engagement while focusing on the technical aspects of investment management. The role requires a Bachelor's degree and four to seven years of related experience, strong interpersonal and analytical skills, and proficiency with Microsoft Office.

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.
• Collaborate with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies.
• Focus on honed technical aspects of investment management and developing superior client-facing skills to become an Investment Portfolio Manager.

Skills

Interpersonal skills

Verbal communication

Written communication

Client facing

Analytical skills

Financial software proficiency

Credentials pursuit (CFP, CFA)

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking an Investment Partner within Private Wealth Management (PWM) to develop and retain client relationships for investments.

You will work with a Senior Advisor to drive business development and improve client engagement while focusing on the technical aspects of investment management. The role requires a Bachelor's degree and four to seven years of related experience, strong interpersonal and analytical skills, and proficiency with Microsoft Office.