Strategic Private Wealth Advisor for UHNW Clients

U.S. Bank; Madison (WI); On-site; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

401(k) retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. Use knowledge of investments, banking, wealth and estate planning, and trust services to frame solutions for high net worth clients.

The role requires a strong network, a proven track record in client development, and the ability to lead a team of specialists while collaborating with strategic partners in the region. NMLS registration is required; background checks apply.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Proven ability to develop and manage client relationships with senior-level executives.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Lead and coordinate a team of specialists to deliver comprehensive wealth solutions.

Skills

Relationship management

Networking

Business development

Communication skills

Problem solving

Decision making

Strategic advisor

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. Use knowledge of investments, banking, wealth and estate planning, and trust services to frame solutions for high net worth clients.

The role requires a strong network, a proven track record in client development, and the ability to lead a team of specialists while collaborating with strategic partners in the region. NMLS registration is required; background checks apply.