Senior Private Wealth Advisor - UHNW Client Growth

Us Bank; Walnut Creek (CA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare

Dental and Vision

Life Insurance

Disability Insurance

401(k) Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank in California seeks an experienced wealth management leader responsible for retention and growth of high net worth client relationships. Build a team around client needs, providing counsel in wealth management.

Requires NMLS registration under the SAFE Act and background/credit checks. You will be evaluated for fitness under applicable requirements. Competitive benefits and a salary reflecting senior leadership in wealth management are offered.

Qualifications

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

Responsibilities

• Retention and growth of medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client.
• Provide counsel and expert advice in all areas of Wealth Management.

Skills

Relationship management

Business development

Wealth management knowledge

Team collaboration

Analytical skills

Communication skills

Decision making

CFA/ CFP preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in California seeks an experienced wealth management leader responsible for retention and growth of high net worth client relationships. Build a team around client needs, providing counsel in wealth management.

Requires NMLS registration under the SAFE Act and background/credit checks. You will be evaluated for fitness under applicable requirements. Competitive benefits and a salary reflecting senior leadership in wealth management are offered.