Senior Private Wealth Advisor for High-Net-Worth Clients

U.S. Bank; Bellevue (WA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank in Bellevue, WA seeks a senior wealth management executive to lead retention and growth of high net worth client relationships.

You will build a team of banking, trust and investment professionals around each client to meet complex needs and deliver expert financial counsel. The ideal candidate has 10+ years in high net worth wealth management, strong relationship, networking and business development skills, and a CFA/CFP is preferred.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 10+ years of experience in high and ultra-high net worth client wealth management activities.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Lead a team of Banking, Trust and Investment professionals around each client.
• Provide counsel and expert advice in wealth management.

Skills

Relationship management

Networking

Business development

Analytical skills

Written communication

Presentation skills

Independent decision making

CFA/CFP preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Bellevue, WA seeks a senior wealth management executive to lead retention and growth of high net worth client relationships.

You will build a team of banking, trust and investment professionals around each client to meet complex needs and deliver expert financial counsel. The ideal candidate has 10+ years in high net worth wealth management, strong relationship, networking and business development skills, and a CFA/CFP is preferred.