Senior Private Wealth Advisor for HNW Clients

U.S. Bank; Portland (OR); Hybrid; USD 127.000 - 155.000; Vollzeit

Zusammenfassung

U.S. Bank is seeking a seasoned wealth management professional to retain and grow relationships with medium to large high-net-worth clients in Portland.

You will lead a team of Banking, Trust, and Investment professionals to meet client needs and deliver holistic wealth solutions. The ideal candidate has extensive experience in wealth management for UHNW clients, strong networking and business development skills, and professional designations such as CFA or CFP.

Qualifikationen

• Bachelor's degree or equivalent work experience.
• Eight+ years of experience in high and ultra-high net worth client wealth management activities.
• NMLS registration under SAFÉ Act of 2008; background and credit checks required; possible impact on offer/employment.

Aufgaben

• Retain and grow medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client to meet needs.
• Provide counsel and expert wealth management advice to clients.

Kenntnisse

Relationship management

Networking

Business development

Product knowledge

Collaboration

Analytical skills

Communication skills

Independent decision making

CFA/CFP

Ausbildung

Bachelor's degree

Jobbeschreibung

U.S. Bank is seeking a seasoned wealth management professional to retain and grow relationships with medium to large high-net-worth clients in Portland.

You will lead a team of Banking, Trust, and Investment professionals to meet client needs and deliver holistic wealth solutions. The ideal candidate has extensive experience in wealth management for UHNW clients, strong networking and business development skills, and professional designations such as CFA or CFP.