Senior Wealth Strategist for UHNW Clients

U.S. Bank; Las Vegas (NV); Sur place; USD 127 000 - 149 000; Plein temps

Résumé du poste

U.S. Bank’s PWM Wealth Strategist role focuses on partnering with Private Wealth Advisors to bring in new high-net-worth clients and to expand relationships with existing clients.

You will help in client discovery and collaborate with wealth management specialists to address wealth planning, estate planning, and wealth transfer needs. The role requires deep knowledge of fiduciary and tax planning products, with the ability to work across client teams to meet complex financial goals.

Qualifications

• Bachelor's degree, or equivalent work experience
• Typically 10+ years of wealth management experience with high/ultra-high net worth clients

Responsabilités

• Develop and bring new client relationships generally above $10MM net worth into Private Wealth Management.
• Assist with client discovery and coordinate with wealth management specialists to deepen client relationships.
• Serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, and fiduciary strategies.
• Leverage knowledge of Wealth products to identify and implement strategies with clients' advisors.

Connaissances

Sales & business development

Verbal & written communication

Attention to detail

Microsoft Office proficiency

Relationship development

Formation

Bachelor's degree or equivalent

Description du poste

U.S. Bank’s PWM Wealth Strategist role focuses on partnering with Private Wealth Advisors to bring in new high-net-worth clients and to expand relationships with existing clients.

You will help in client discovery and collaborate with wealth management specialists to address wealth planning, estate planning, and wealth transfer needs. The role requires deep knowledge of fiduciary and tax planning products, with the ability to work across client teams to meet complex financial goals.