UHNW Client Advisory & Relationship Leader

U.S. Bank; Sarasota (FL); On-site; USD 197,000 - 241,000; Full time

Benefits offered by this job

Healthcare

Disability insurance

Parental leave

401(k) plan

Vacation days

Holiday opportunities

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an accomplished relationship manager on the Ascent team to lead a portfolio of ultra high net worth client relationships.

You will drive coordinated service delivery and identify opportunities to grow the business with existing and new clients. In this senior role you’ll represent the bank in the UHNW market across the region, lead a team, and collaborate across departments to deliver comprehensive financial solutions while maintaining the highest standards of integrity and

Qualifications

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

Responsibilities

• Serve as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships.
• Drive and coordinate the activity of the Ascent team providing a full complement of services to the client group.
• Identify, develop and close sales opportunities from both new outside clients as well as from deepening relationships with the existing clients.
• Expand Ascent's presence in the ultra high net worth market including representation of the business segment in the region at community events as well as within the broader bank.

Skills

Leadership abilities

Strategic management

Verbal and written communication

Analytical decision-making

Diplomacy and tact

Education

Bachelor's degree in finance or accounting

MBA

CFP

CFA

CPA

Job description

U.S. Bank seeks an accomplished relationship manager on the Ascent team to lead a portfolio of ultra high net worth client relationships.

You will drive coordinated service delivery and identify opportunities to grow the business with existing and new clients. In this senior role you’ll represent the bank in the UHNW market across the region, lead a team, and collaborate across departments to deliver comprehensive financial solutions while maintaining the highest standards of integrity and