UHNW Relationship Director

U.S. Bank; New York (NY); On-site; USD 197,000 - 241,000; Full time

Job summary

U.S. Bank is seeking a seasoned relationship manager to serve as the primary contact for a portfolio of complex client relationships. You will drive the Ascent team, delivering comprehensive services and identifying sales opportunities with both new and existing clients.

You will expand the ultra high net worth presence regionally, representing the business segment at events and within the bank, while coordinating cross-functional support to grow client wealth and loyalty.

Qualifications

• Bachelor's degree in finance, accounting or related field.
• 15+ years of financial services experience.
• 10+ years 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 delivering a full range of services to the client group.
• Identify, develop and close sales opportunities with new outside clients and deepen relationships with existing clients.
• Expand Ascent's presence in the ultra high net worth market, representing the business segment at community events and within the bank.

Skills

Leadership

Communication

Analytical skills

Interpersonal skills

Education

Bachelor's degree in finance/accounting

MBA/JD/CFP/CFA/CPA

Job description

U.S. Bank is seeking a seasoned relationship manager to serve as the primary contact for a portfolio of complex client relationships. You will drive the Ascent team, delivering comprehensive services and identifying sales opportunities with both new and existing clients.

You will expand the ultra high net worth presence regionally, representing the business segment at events and within the bank, while coordinating cross-functional support to grow client wealth and loyalty.