UHNW Private Wealth Advisor - Growth & Strategy (Hybrid)

U.S. Bank; Bellevue (WA); Hybrid; USD 157.000 - 192.000; Vollzeit

Benefits dieser Stelle

Healthcare

Life Insurance

Disability Insurance

Paid Vacation

401(k) Retirement Plan

Parental Leave

Adoption assistance

Sick Leave

Zusammenfassung

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, estate planning, and fiduciary services to help high-net-worth clients achieve their goals.

You will work within PWM, collaborating with specialists and partners; hybrid schedule with three days at a location and flexible days elsewhere; licensing and background checks required.

Qualifikationen

• Bachelor's degree, or equivalent work experience
• Eight or more years of experience interacting with High and Ultra High Net Worth clients
• Established network with strong relationship management, networking, and business development skills
• Proven track record in specific client segments or verticals with developed strategic partnerships
• Experience profiling clients and formulating customized strategies to address their needs
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
• Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
• A professional designation such as CFA or CFP is preferred

Aufgaben

• Identify, close, and deepen client relationships within PWM
• Drive growth through internal and external sales and development of new client relationships
• Collaborate with specialists to provide holistic wealth management solutions
• Act as a conduit for PWM's strategic partners in the region

Jobbeschreibung

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, estate planning, and fiduciary services to help high-net-worth clients achieve their goals.

You will work within PWM, collaborating with specialists and partners; hybrid schedule with three days at a location and flexible days elsewhere; licensing and background checks required.