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

Life insurance

Short-term disability

Long-term disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, applying knowledge of investments, banking, and estate planning to frame tailored solutions. A team of specialists supports these efforts as a conduit for strategic partnerships in the region.

You will engage in growth through internal and external sales, expanding the client base among High Net Worth individuals while maintaining a holistic approach to fiduciary services.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Coordinate with a team of specialists to serve client needs.

Skills

Relationship management

Networking

Business development

Strategic advisor

Communication skills

Problem-solving

Independent decision making

CFA/CFP designation preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, applying knowledge of investments, banking, and estate planning to frame tailored solutions. A team of specialists supports these efforts as a conduit for strategic partnerships in the region.

You will engage in growth through internal and external sales, expanding the client base among High Net Worth individuals while maintaining a holistic approach to fiduciary services.