Senior Private Wealth Portfolio Manager

U.S. Bank; Omaha (NE); Hybrid; USD 115,000 - 140,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability coverage

Paid vacation

401(k) retirement plan

Paid holidays

Job summary

U.S. Bank in Omaha seeks an experienced investment professional to manage account assets and relationships within Private Wealth Management. You will focus on client retention and growth aligned with company objectives.

Applicants should have a Bachelor\'s degree or equivalent with 10+ years of investment experience, strong knowledge of finance and economics, and excellent communication skills. The role offers a comprehensive benefits package.

Qualifications

• Bachelor's degree, or equivalent work experience 10 or more years of investment experience.
• Strong understanding of investment management.
• Excellent interpersonal and verbal and written communication skills.

Responsibilities

• Manage individual and/or trust account assets and investment relationships consistent with company objectives.
• Focus on client account retention to meet Net Portfolio growth objectives.
• Solicit, develop, manage, and retain client relationships for Private Wealth Management (PWM).

Skills

Investment management

Relationship management

Client services

Communication skills

Strategic thinking

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Omaha seeks an experienced investment professional to manage account assets and relationships within Private Wealth Management. You will focus on client retention and growth aligned with company objectives.

Applicants should have a Bachelor\'s degree or equivalent with 10+ years of investment experience, strong knowledge of finance and economics, and excellent communication skills. The role offers a comprehensive benefits package.