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

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Holiday opportunities

Adoption assistance

Sick leave

Job summary

U.S. Bank in Chicago is seeking an experienced investment professional to manage individual and trust assets and client relationships within Private Wealth Management. You will align portfolios with objectives and drive retention and growth.

The role emphasizes presenting investment strategies, applying strong knowledge of finance, and exercising independent judgment. Excellent communication and relationship skills are essential to serve high-net-worth clients.

Qualifications

• Bachelor's degree or equivalent work experience
• 10+ years of investment experience
• Strong knowledge of finance, economics and general business
• Effective 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

Responsibilities

• Manage individual and trust account assets and investment relationships aligned with company/client objectives
• Drive client retention to meet net portfolio growth objectives
• Solicit, develop, manage and retain client relationships for Private Wealth Management (PWM)

Job description

U.S. Bank in Chicago is seeking an experienced investment professional to manage individual and trust assets and client relationships within Private Wealth Management. You will align portfolios with objectives and drive retention and growth.

The role emphasizes presenting investment strategies, applying strong knowledge of finance, and exercising independent judgment. Excellent communication and relationship skills are essential to serve high-net-worth clients.