Senior Private Wealth Advisor for UHNW Clients

U.S. Bank; Chicago (IL); On-site; USD 147,000 - 180,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) plan

Paid vacation

Parental leave

Job summary

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen relationships with High and Ultra High Net Worth clients. The advisor uses expertise in investments, banking, wealth and estate planning, and trust services to frame and retain client relationships.

The role emphasizes growth through internal and external sales and development of new client relationships, supported by a team of specialists. NMLS registration and background checks are required.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Established network with strong relationship management and business development skills.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Leverage knowledge of investments, banking, wealth and estate planning, and trust services to advise clients.
• Collaborate with specialists to deliver holistic wealth management solutions.

Skills

Networking

Relationship mgmt

Business development

Client relationship

Strategic advisor

Communication

Decision making

Industry knowledge

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen relationships with High and Ultra High Net Worth clients. The advisor uses expertise in investments, banking, wealth and estate planning, and trust services to frame and retain client relationships.

The role emphasizes growth through internal and external sales and development of new client relationships, supported by a team of specialists. NMLS registration and background checks are required.