Senior Private Wealth Advisor for High Net Worth Clients

U.S. Bank; San Jose (CA); Vor Ort; USD 180.000 - 220.000; Vollzeit

Benefits dieser Stelle

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation and holidays

Disability insurance

Employee stock purchase plan

Zusammenfassung

U.S. Bank is seeking a seasoned wealth management leader responsible for retaining and growing medium to large high net worth client relationships.

You will build and guide a team of Banking, Trust and Investment professionals, delivering expert advice and tailored solutions across wealth management disciplines. The role requires extensive experience (10+ years) in HNWI wealth activities, a Bachelor’s degree or equivalent, and NMLS registration.

Qualifikationen

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

Aufgaben

• Retain and grow medium to large high net worth client relationships by leading a team of Banking, Trust and Investment professionals.
• Provide counsel and expert advice across wealth management areas to meet client needs.
• Collaborate with colleagues to identify and service unique client requirements.

Kenntnisse

Relationship management

Networking

Business development

Analytical skills

Communication skills

Decision making

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

U.S. Bank is seeking a seasoned wealth management leader responsible for retaining and growing medium to large high net worth client relationships.

You will build and guide a team of Banking, Trust and Investment professionals, delivering expert advice and tailored solutions across wealth management disciplines. The role requires extensive experience (10+ years) in HNWI wealth activities, a Bachelor’s degree or equivalent, and NMLS registration.