Senior Private Wealth Advisor | UHNW Client Growth

U.S. Bank; Ontario (CA); On-site; USD 141,210 - 172,590; Full time

Benefits offered by this job

Healthcare benefits

Life insurance

Disability insurance

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships in Ontario.

You will use your knowledge of investments, banking, estate planning, and trust services to frame and retain clients, working with a team of specialists to deliver holistic wealth solutions. The role emphasizes building strategic partnerships, strong communication, and the ability to act as a trusted advisor with an entrepreneurial mindset.

Qualifications

• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Establish strong networks and partnerships to drive growth.
• Ability to profile clients and craft customized wealth strategies.

Responsibilities

• Identify, close, and deepen client relationships in PWM.
• Grow revenue through internal and external sales and partnerships.
• Coordinate with specialists to deliver holistic wealth solutions.

Skills

Relationship management

Business development

Strategic advisory

Networking

Communication skills

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships in Ontario.

You will use your knowledge of investments, banking, estate planning, and trust services to frame and retain clients, working with a team of specialists to deliver holistic wealth solutions. The role emphasizes building strategic partnerships, strong communication, and the ability to act as a trusted advisor with an entrepreneurial mindset.