Senior Private Wealth Portfolio Manager

U.S. Bank; Chicago (IL); On-site; USD 132,000 - 161,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Parental leave

Paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a senior professional to manage client investment accounts and relationships within Private Wealth Management. You will focus on retaining assets and driving growth through strategic relationship management.

The role requires deep investment knowledge, strong sales and communication skills, and the ability to make independent decisions for high-net-worth clients. This is a full-time position with comprehensive benefits.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Thorough understanding of investment management and finance.
• Excellent communication and relationship-management skills.

Responsibilities

• Manage individual and/or trust account assets and investment relationships.
• Retain client accounts to meet Net Portfolio growth objectives.
• Solicit, develop, manage, and retain client relationships for Private Wealth Management (PWM).

Skills

Investment management

Finance knowledge

Sales skills

Present investment strategies

Independent decision making

Interpersonal communication

Education

Bachelor’s degree, or equivalent work experience

Job description

U.S. Bank is seeking a senior professional to manage client investment accounts and relationships within Private Wealth Management. You will focus on retaining assets and driving growth through strategic relationship management.

The role requires deep investment knowledge, strong sales and communication skills, and the ability to make independent decisions for high-net-worth clients. This is a full-time position with comprehensive benefits.