Senior Private Wealth Advisor – High Net Worth Relationships

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

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank in Torrance, CA is seeking a seasoned Wealth Management executive to retain and grow high net worth client relationships, building a team of Banking, Trust and Investment professionals around each client to meet and exceed needs.

Ideal candidates have 10+ years in high and ultra-high net worth wealth management, a Bachelor’s degree or equivalent, and outstanding relationship, networking and business development skills, coupled with strong analytical, writing and presentation abilities.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of high net worth wealth management experience.

Responsibilities

• Responsible for retention and growth of medium to large size high net worth client relationships.
• Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs.

Skills

Relationship management

Networking

Business development

Analytical skills

Communication skills

Presentation skills

Education

Bachelor's degree

Tools

NMLS compliance

Job description

U.S. Bank in Torrance, CA is seeking a seasoned Wealth Management executive to retain and grow high net worth client relationships, building a team of Banking, Trust and Investment professionals around each client to meet and exceed needs.

Ideal candidates have 10+ years in high and ultra-high net worth wealth management, a Bachelor’s degree or equivalent, and outstanding relationship, networking and business development skills, coupled with strong analytical, writing and presentation abilities.