Senior Private Wealth Advisor for High-Net-Worth Clients

US Bank; San Diego (CA); Ibrido; USD 185.000 - 215.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare

Retirement plan

Paid time off

Education assistance

Descrizione del lavoro

U.S. Bank is seeking an experienced wealth management leader to drive retention and growth of high net worth client relationships. You will coordinate Banking, Trust and Investment professionals to meet client needs, offering counsel across wealth management areas and ensuring NMLS/S.A.F.E.

Act compliance. The role emphasizes senior-level client leadership, cross-functional collaboration, and in-depth knowledge of wealth products and services.

Competenze

• Bachelor's degree or equivalent work experience.
• 10+ years of experience in high- and ultra-high net worth wealth management.
• Excellent relationship management and networking skills.
• Strong written, verbal, and presentation abilities.

Mansioni

• Retention and growth of medium to large size high net worth client relationships.
• Builds a team of Banking, Trust and Investment professionals around the client.
• Provide counsel and expert advice in wealth management.
• Adhere to NMLS registration requirements and SAFΕ Act regulations.

Conoscenze

Relationship management

Business development

Analytical skills

Communication skills

Independent decision making

Professional designation (CFA/CFP)

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

U.S. Bank is seeking an experienced wealth management leader to drive retention and growth of high net worth client relationships. You will coordinate Banking, Trust and Investment professionals to meet client needs, offering counsel across wealth management areas and ensuring NMLS/S.A.F.E.

Act compliance. The role emphasizes senior-level client leadership, cross-functional collaboration, and in-depth knowledge of wealth products and services.