Senior Private Wealth Advisor for UHNW Clients

U.S. Bank; Cincinnati (OH); Ibrido; USD 118.000 - 144.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Descrizione del lavoro

U.S. Bank is seeking a Private Wealth Advisor to build and lead a team of trust, banking and investment professionals for high net worth clients. The role focuses on retention, growth of client relationships and offering comprehensive financial planning and fiduciary services.

Nationally registered, with NMLS/S.A.F.E. Act compliance and a hybrid schedule requiring in-office presence at least three days per week, and location flexibility for other days.

Competenze

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

Mansioni

• Build a team of trust, banking and investment professionals around high net worth clients.
• Retain and grow assigned client relationships and provide counsel and expert advice across trust, private banking and investments.

Conoscenze

Relationship management

Networking

Business development

Analytical thinking

Verbal communication

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

U.S. Bank is seeking a Private Wealth Advisor to build and lead a team of trust, banking and investment professionals for high net worth clients. The role focuses on retention, growth of client relationships and offering comprehensive financial planning and fiduciary services.

Nationally registered, with NMLS/S.A.F.E. Act compliance and a hybrid schedule requiring in-office presence at least three days per week, and location flexibility for other days.