Senior Private Wealth Portfolio Manager

U.S. Bank; Beverly Hills (CA); Hybrid; USD 169,000 - 207,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an experienced Private Wealth Management professional to manage individual and trust account assets in line with client objectives, with a strong emphasis on client retention and Net Portfolio growth.

The role offers exposure to a broad product portfolio and advisor-focused support to deliver superior client experiences. The position requires a Bachelor's degree and 10+ years of investment experience, plus a proven ability to develop relationships, present investment strategies,

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of investment experience.

Responsibilities

• Thorough understanding of investment management.
• Strong knowledge of finance, economics and general business.
• Strong sales and relationship management/client services skills.
• Ability to effectively present investment strategies to clients.
• Ability to make critical decisions independently.
• Excellent interpersonal and verbal and written communication skills.

Skills

Investment management

Sales and relationship management

Client services

Communication skills

Independent decision making

Education

Bachelor's degree

Job description

U.S. Bank seeks an experienced Private Wealth Management professional to manage individual and trust account assets in line with client objectives, with a strong emphasis on client retention and Net Portfolio growth.

The role offers exposure to a broad product portfolio and advisor-focused support to deliver superior client experiences. The position requires a Bachelor's degree and 10+ years of investment experience, plus a proven ability to develop relationships, present investment strategies,