Senior Wealth Manager for Affluent Clients

US Bank; San Diego (CA); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid vacation

Paid holidays

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of U.S. Bank products and services via proactive client engagement.

You will identify opportunities and coordinate with mortgage, small business banking, and personal trust teams to meet client goals while expanding the book of business. The role emphasizes building in-depth client understanding and offering tailored wealth solutions, with a focus on delivering exceptional service and

Qualifications

• Bachelor's degree, or equivalent work experience.
• Five or more years of experience in Wealth Management private banking and/or senior level financial services experience.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage, and retain client relationships for Affluent Wealth Management.
• Provide expert advice and counsel in wealth banking solutions tailored to client needs.
• Collaborate with mortgage, small business banking and personal trust services as needed.

Skills

Relationship management

Sales

Business development

Education

Bachelor's degree or equivalent

Tools

Series 6-63 license

Series 7-63 license

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of U.S. Bank products and services via proactive client engagement.

You will identify opportunities and coordinate with mortgage, small business banking, and personal trust teams to meet client goals while expanding the book of business. The role emphasizes building in-depth client understanding and offering tailored wealth solutions, with a focus on delivering exceptional service and