Senior Private Wealth Advisor for High-Net-Worth Clients

U.S. Bank; Pasadena (CA); Hybrid; USD 169,000 - 207,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation and holidays

Parental leave

Sick leave

Job summary

U.S. Bank seeks a seasoned wealth management executive to retain and grow high net worth client relationships in a hybrid role. You will lead a team of banking, trust and investment professionals around the client, delivering strategic counsel and expert advice across wealth management disciplines.

The role emphasizes relationship development, business growth, and collaboration with colleagues to service unique client needs, with CFA/CFP designation preferred and Mandarin fluency advantageous.

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.
• Build a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs.
• Provide counsel and expert advice in all areas of Wealth Management.

Skills

Relationship management

Networking

Business development

Wealth management knowledge

Analytical skills

Written communication

Presentation skills

Independent decision making

Mandarin (fluent)

Education

Bachelor's degree

CFA/CFP designation preferred

Job description

U.S. Bank seeks a seasoned wealth management executive to retain and grow high net worth client relationships in a hybrid role. You will lead a team of banking, trust and investment professionals around the client, delivering strategic counsel and expert advice across wealth management disciplines.

The role emphasizes relationship development, business growth, and collaboration with colleagues to service unique client needs, with CFA/CFP designation preferred and Mandarin fluency advantageous.