Senior Private Wealth Advisor – Ultra-High Net Worth

Hong Kong Study Skills Research Institute; Minneapolis (MN); On-site; USD 126,820 - 149,200; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Adoption assistance

Job summary

The Hong Kong Study Skills Research Institute in Minneapolis is seeking a Private Wealth Advisor responsible for managing relationships within U.S. Bank Private Wealth Management. The ideal candidate will have a bachelor's degree and significant experience with high net worth clients.

Benefits include healthcare, life insurance, and a 401(k) retirement plan. The salary range is $126,820.00 to $149,200.00, with opportunities for paid vacation and leave.

Qualifications

• Eight or more years of experience interacting with high and ultra high net worth clients.
• Experience profiling clients and formulating customized strategies to address their needs.
• Holistic approach to managing client relationships.

Responsibilities

• Identify, close, and deepen client relationships within U.S. Bank Private Wealth Management.
• Grow through internal and external sales and development of new client relationships.
• Work alongside specialists in respective areas of expertise.

Skills

Relationship management

Networking

Business development

Strong communication skills

Problem-solving

Education

Bachelor's degree or equivalent work experience

Tools

NMLS registration

CFA or CFP designation

Job description

The Hong Kong Study Skills Research Institute in Minneapolis is seeking a Private Wealth Advisor responsible for managing relationships within U.S. Bank Private Wealth Management. The ideal candidate will have a bachelor's degree and significant experience with high net worth clients.

Benefits include healthcare, life insurance, and a 401(k) retirement plan. The salary range is $126,820.00 to $149,200.00, with opportunities for paid vacation and leave.