Senior Private Wealth Advisor for High-Net-Worth Clients

U.S. Bank; Fort Lauderdale (FL); Híbrido; USD 165.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare

Paid vacation

401(k)

Descripción de la vacante

U.S. Bank in Fort Lauderdale is seeking an experienced Wealth Management leader to drive retention and growth of medium to large high net worth client relationships.

You will assemble Banking, Trust and Investment professionals around each client, delivering senior-level counsel and advice across Wealth Management. The role requires NMLS registration under SAFÉ Act guidelines; a criminal background and credit check will be performed.

Formación

• Bachelor’s degree, or equivalent work experience.
• 10 or more years of experience in high and ultra-high net worth client wealth management activities.
• Experience in leading teams of Banking, Trust and Investment professionals.

Responsabilidades

• Responsible for retention and growth of medium to large high net worth client relationships.
• Builds a team around the client to meet and exceed needs.
• Provide counsel and expert advice in Wealth Management.

Conocimientos

Relationship management

Business development

Networking

Decision making

Excellent written and verbal skills

Strong presentation skills

Educación

Bachelor’s degree or equivalent

Descripción del empleo

U.S. Bank in Fort Lauderdale is seeking an experienced Wealth Management leader to drive retention and growth of medium to large high net worth client relationships.

You will assemble Banking, Trust and Investment professionals around each client, delivering senior-level counsel and advice across Wealth Management. The role requires NMLS registration under SAFÉ Act guidelines; a criminal background and credit check will be performed.