Senior UHNW Client Advisor & Relationship Leader

Us Bank; Charlotte (NC); Sur place; USD 197 000 - 241 000; Plein temps

Avantages offerts par ce poste

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Disability insurance

Parental leave

Résumé du poste

U.S. Bank seeks a generalist relationship manager to serve a group of moderately to highly complex client relationships. You will drive and coordinate the Ascent team, delivering a full complement of services and pursuing opportunities with new and existing clients.

This role focuses on expanding the Ascent presence in the ultra high net worth market across the region and requires senior financial services experience, a relevant degree, and professional credentials.

Qualifications

• Bachelor's degree in finance, accounting or related field.
• 15+ years of financial services experience.
• 10+ years with ultra high net worth clients.
• MBA, JD, CFP, CFA or CPA.

Responsabilités

• Serve as generalist relationship manager for a group of complex client relationships.
• Drive and coordinate the Ascent team providing a full suite of services.
• Identify, develop and close sales opportunities with new and existing clients.
• Expand Ascent's presence in the ultra high net worth market regionally.

Connaissances

Leadership abilities

Strategic management

Industry knowledge

Communication skills

Analytical skills

People skills

Formation

Bachelor's degree in finance/accounting or related field

MBA/JD/CFP/CFA/CPA

Description du poste

U.S. Bank seeks a generalist relationship manager to serve a group of moderately to highly complex client relationships. You will drive and coordinate the Ascent team, delivering a full complement of services and pursuing opportunities with new and existing clients.

This role focuses on expanding the Ascent presence in the ultra high net worth market across the region and requires senior financial services experience, a relevant degree, and professional credentials.