Senior Private Wealth Advisor — High-Net-Worth Growth (Hybrid)

U.S. Bank; San Diego (CA); Ibrido; USD 150.000 - 230.000; Tempo pieno

Descrizione del lavoro

U.S. Bank in San Diego is seeking a senior wealth management professional to retain and grow high net worth client relationships.

You will lead a team of banking, trust, and investment professionals to deliver tailored financial counsel across all wealth management disciplines. The role requires extensive experience in high and ultra-high net worth management, with strong relationship-building and leadership skills.

Competenze

• Extensive experience managing high and ultra-high net worth client relationships.
• Strong relationship-building and leadership skills.
• Ability to coordinate across banking, trust and investment disciplines.

Mansioni

• Lead a cross-functional team of banking, trust and investment professionals to deliver tailored wealth management counsel.
• Retain and grow high net worth client relationships and expand the client base.

Descrizione del lavoro

U.S. Bank is seeking a senior wealth management professional to retain and grow high net worth client relationships. You will lead a team of banking, trust, and investment professionals to deliver tailored financial counsel across all wealth management disciplines.

The role requires extensive experience in high and ultra-high net worth management, with strong relationship-building and leadership skills. This hybrid position offers opportunities across a broad client base and career growth within