Senior Private Wealth Advisor for UHNW Clients

U.S. Bank; Minnesota; In loco; USD 118.000 - 144.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare (medical, dental, vision)

Life insurance (basic and optional)

Disability insurance (short-term &

Long-term disability

Parental leave

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Descrizione del lavoro

U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking and investment professionals for high net worth clients. The role emphasizes retention, growth, and holistic financial planning with compliance adherence.

The position requires NMLS registration and strong knowledge of private banking and investment products, with a track record in client relationship management and advisory services. CFA/CFP are preferred.

Competenze

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

Mansioni

• Build a team of trust, banking and investment professionals around high net worth clients.
• Retain and grow assigned client relationships with fiduciary planning and comprehensive financial advice.
• Partner with Private Wealth Management Product Specialists to ensure fiduciary administration and compliance.

Conoscenze

Relationship management

High net worth client experience

Communication skills

Financial knowledge

Team leadership

Formazione

Bachelor's degree or equivalent work experience

Descrizione del lavoro

U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking and investment professionals for high net worth clients. The role emphasizes retention, growth, and holistic financial planning with compliance adherence.

The position requires NMLS registration and strong knowledge of private banking and investment products, with a track record in client relationship management and advisory services. CFA/CFP are preferred.