Senior Private Wealth Advisor - UHNW Client Relationships

U.S. Bank; Minneapolis (MN); In loco; USD 118.000 - 144.000; Tempo pieno

Descrizione del lavoro

U.S. Bank's Private Wealth Management seeks a Private Wealth Advisor to build and lead a team serving High and Ultra High Net Worth clients. You will retain and grow client relationships, partner with product specialists for holistic financial advice, and ensure fiduciary administration complies with regulations.

Successful candidates will have 8+ years of HNW client experience and a Bachelor's degree or equivalent. CFA/CFP is preferred.

Competenze

• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Bachelor's degree or equivalent work experience required.

Mansioni

• Build and lead a team of trust, banking and investment professionals around high net worth clients.
• Retain and grow assigned client relationships.
• Partner with Private Wealth Management Product Specialists to provide comprehensive advice (trust, private banking, investments) and fiduciary administration.
• Ensure compliance with regulatory requirements and internal policies.

Conoscenze

High net worth client mgmt

Strong communication & presentation

Networking & business development

Analytical & problem solving

Independent decision making

CFA/CFP preferred

Product knowledge (U.S. Bancorp)

Formazione

Bachelor's degree or equivalent work experience

Descrizione del lavoro

U.S. Bank's Private Wealth Management seeks a Private Wealth Advisor to build and lead a team serving High and Ultra High Net Worth clients. You will retain and grow client relationships, partner with product specialists for holistic financial advice, and ensure fiduciary administration complies with regulations.

Successful candidates will have 8+ years of HNW client experience and a Bachelor's degree or equivalent. CFA/CFP is preferred.