Senior Private Wealth Advisor — UHNW Client Relationships

US Bank; Columbus (OH); Híbrido; USD 134.000 - 164.000; Jornada completa

Descripción de la vacante

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The PWA leverages knowledge in investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain clients.

A team of specialists supports growth through internal and external sales and partnerships. The role requires NMLS registration and a background/credit check; the position offers a hybrid schedule with in-office presence of 3+ days per week

Formación

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Welfare clients.
• NMLS registration is required under S.A.F.E. Act and Regulation Z.

Responsabilidades

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and develop new client relationships in PWM.
• Coordinate with specialists to provide holistic wealth management services.
• Engage in strategic partnerships and maintain an extensive professional network.
• Communicate complex concepts clearly to clients with varying sophistication.

Conocimientos

Relationship management

Networking

Business development

Client segmentation

Strategic partnerships

Educación

Bachelor's degree or equivalent work experience

Descripción del empleo

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The PWA leverages knowledge in investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain clients.

A team of specialists supports growth through internal and external sales and partnerships. The role requires NMLS registration and a background/credit check; the position offers a hybrid schedule with in-office presence of 3+ days per week