Senior Private Wealth Advisor – Hybrid, HNW Growth

U.S. Bank

Pasadena (CA)

Hybrid

USD 169,000 - 207,000

Full time

6 days ago
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Benefits offered by this job

Healthcare
Life insurance
Disability leave
Parental leave
401(k)
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a senior wealth management professional to retain and grow high net worth client relationships. You will lead Banking, Trust and Investment teams to meet client needs and deliver expert advice in wealth management.

The role requires NMLS registration, a strong background in wealth management, and the ability to work in a hybrid setting with occasional travel across major markets. Fluency in Mandarin is a plus.

Qualifications

  • Bachelor’s degree, or equivalent work experience.
  • 10+ years of experience in high and ultra-high net worth client wealth management activities.

Responsibilities

  • Retain and grow medium to large high net worth client relationships.
  • Build a team of Banking, Trust and Investment professionals around each client.
  • Provide counsel and expert advice in wealth management and related areas.

Skills

Relationship management
Networking
Business development
Analytical
Problem solving
Written and verbal communication
Independent decision making
Mandarin (preferred)

Education

Bachelor’s degree or equivalent

Job description

U.S. Bank is seeking a senior wealth management professional to retain and grow high net worth client relationships. You will lead Banking, Trust and Investment teams to meet client needs and deliver expert advice in wealth management.

The role requires NMLS registration, a strong background in wealth management, and the ability to work in a hybrid setting with occasional travel across major markets. Fluency in Mandarin is a plus.

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