Senior Private Wealth Banker (High Net Worth)

U.S. Bank

Boston (MA)

Hybrid

USD 134,000 - 164,000

Full time

9 days ago

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Benefits offered by this job

Healthcare
Life insurance
Disability
Parental leave
401(k)
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank’s Wealth Banking Services (WBS) Private Banking team is seeking an experienced professional to develop, manage, and retain relationships with high net worth clients. You will provide strategic advice, coordinate lending solutions, and ensure compliance with banking policies while delivering exceptional client service.

The role is hybrid, with three days in office and flexibility on other days. A Bachelor's degree and 5+ years in private wealth management are required, along with strong

Qualifications

  • Bachelor’s degree or equivalent work experience.
  • 5+ years of private wealth management experience in financial services.

Responsibilities

  • Develop, manage and retain relationships with high net worth private banking clients.
  • Provide advice and high-level service while ensuring regulatory compliance and credit policies.
  • Partner with clients to identify and service their unique needs and opportunities.

Skills

Relationship management
Lending skills
Sales and business development
Private banking products
Networking and business development
Analytical and problem-solving
Independent decision making
Presentation, verbal and written comms

Education

Bachelor’s degree

Job description

U.S. Bank’s Wealth Banking Services (WBS) Private Banking team is seeking an experienced professional to develop, manage, and retain relationships with high net worth clients. You will provide strategic advice, coordinate lending solutions, and ensure compliance with banking policies while delivering exceptional client service.

The role is hybrid, with three days in office and flexibility on other days. A Bachelor's degree and 5+ years in private wealth management are required, along with strong

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