Senior Private Wealth Advisor for HNW Clients | Hybrid

U.S. Bank; Portland (OR); Ibrido; USD 127.000 - 155.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Disability insurance

Descrizione del lavoro

U.S. Bank seeks an experienced Wealth Manager to retain and grow high-net-worth client relationships, leading a team of Banking, Trust and Investment professionals around the client. You will provide counsel and expert advice across wealth management areas and work in a hybrid setup with three days per week at a U.S.

Bank location. The role requires a CFA/ CFP designation preference, strong relationship-building skills, and a thorough knowledge of U.S.

Competenze

• 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 the SAFE Act of 2008 and Regulation Z with background/credit checks

Mansioni

• Retain and grow medium to large high-net-worth client relationships
• Build a team of Banking, Trust and Investment professionals around the client meeting needs

Conoscenze

Relationship management

Business development

Communication skills

Analytical thinking

Decision making

Formazione

Bachelor’s degree

CFA or CFP

Descrizione del lavoro

U.S. Bank seeks an experienced Wealth Manager to retain and grow high-net-worth client relationships, leading a team of Banking, Trust and Investment professionals around the client. You will provide counsel and expert advice across wealth management areas and work in a hybrid setup with three days per week at a U.S.

Bank location. The role requires a CFA/ CFP designation preference, strong relationship-building skills, and a thorough knowledge of U.S.