Senior Private Wealth Advisor for High Net Worth Clients

U.S. Bank; Minneapolis (MN); On-site; USD 158,000 - 193,000; Full time

Benefits offered by this job

Healthcare (medical)

Retirement plan (401k)

Paid vacation

Job summary

U.S. Bank is seeking a seasoned wealth management leader to retain and grow high net worth client relationships. You will orchestrate a team of banking, trust and investment professionals to deliver comprehensive solutions and strategic advice.

The role requires a bachelor's degree and 10+ years in high-net-worth wealth management, with NMLS registration and strong relationship-building skills. A CFA or CFP designation 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 the client to meet needs.

Skills

Relationship management

Networking

Business development

Product knowledge

Leadership

Analytical thinking

Education

Bachelor's degree

Job description

U.S. Bank is seeking a seasoned wealth management leader to retain and grow high net worth client relationships. You will orchestrate a team of banking, trust and investment professionals to deliver comprehensive solutions and strategic advice.

The role requires a bachelor's degree and 10+ years in high-net-worth wealth management, with NMLS registration and strong relationship-building skills. A CFA or CFP designation is preferred.