Senior UHNW Private Wealth Advisor

Us Bank; Rancho Cucamonga (CA); On-site; USD 158,000 - 193,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a senior wealth management leader responsible for retaining and expanding relationships with high net worth clients.

You will coordinate Banking, Trust and Investment professionals to meet and exceed client needs, delivering expert counsel across wealth management domains. The role requires a seasoned professional with extensive knowledge of wealth products, strong relationship skills, and the ability to drive business, often independently making critical decisions.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years in high and ultra-high net worth client wealth management activities

Responsibilities

• Retain and grow high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client.
• Provide counsel and expert advice in Wealth Management.

Skills

Relationship management

Networking

Business development

Financial products knowledge

Partnership with colleagues

Analytical skills

Communication skills

Decision making

CFA/CFP preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a senior wealth management leader responsible for retaining and expanding relationships with high net worth clients.

You will coordinate Banking, Trust and Investment professionals to meet and exceed client needs, delivering expert counsel across wealth management domains. The role requires a seasoned professional with extensive knowledge of wealth products, strong relationship skills, and the ability to drive business, often independently making critical decisions.