Senior Private Wealth Advisor for High-Net-Worth Clients

Us Bank; Tampa (FL); Hybrid; USD 185,000 - 215,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Adoption assistance

Job summary

U.S. Bank in Tampa, FL, is seeking a seasoned professional responsible for managing and growing high net worth client relationships. This role includes building a talented team to meet client needs and handling complex wealth management issues.

The ideal candidate will have over 10 years of experience and possess exceptional relationship management skills. This position offers a hybrid schedule, enhancing work-life flexibility while providing a competitive salary and benefits.

Qualifications

• 10 or more years of experience in high and ultra-high net worth client wealth management activities.
• Ability to partner with colleagues to identify and service unique clients' needs.
• Professional designation such as CFA or CFP is preferred.

Responsibilities

• Responsible for retention and growth of high net worth client relationships.
• Build a team of Banking, Trust, and Investment professionals around clients.
• Handle complex wealth and relationship management issues.

Skills

Relationship management

Networking

Business development

Analytical skills

Problem-solving skills

Writing skills

Presentation skills

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank in Tampa, FL, is seeking a seasoned professional responsible for managing and growing high net worth client relationships. This role includes building a talented team to meet client needs and handling complex wealth management issues.

The ideal candidate will have over 10 years of experience and possess exceptional relationship management skills. This position offers a hybrid schedule, enhancing work-life flexibility while providing a competitive salary and benefits.