Senior Private Wealth Advisor for UHNW Growth & Relationships

U.S. Bank; Torrance (CA); Hybrid; USD 169,000 - 207,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Sick leave

Parental leave

Job summary

U.S. Bank is seeking a senior wealth management leader to retain and grow relationships with medium to large high net worth clients. You will lead a team of banking, trust and investment professionals to deliver comprehensive wealth solutions and strategic counsel.

The role requires extensive relationship management experience, a deep knowledge of wealth products, and the ability to drive growth while adhering to regulatory standards and licensing requirements.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 10+ years of high and ultra-high net worth client wealth management experience.
• CFA or CFP designation preferred.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Coordinate a team of Banking, Trust and Investment professionals around each client to meet needs.
• Provide counsel and expert advice in wealth management.
• Navigate regulatory licensing and background check requirements (NMLS, SAF.E Act).

Skills

Relationship management

Networking

Business development

Analytical skills

Communication skills

Presentation skills

Client needs analysis

Problem solving

Banking products knowledge

Education

Bachelor's degree

CFA/CFP designation preferred

Job description

U.S. Bank is seeking a senior wealth management leader to retain and grow relationships with medium to large high net worth clients. You will lead a team of banking, trust and investment professionals to deliver comprehensive wealth solutions and strategic counsel.

The role requires extensive relationship management experience, a deep knowledge of wealth products, and the ability to drive growth while adhering to regulatory standards and licensing requirements.