Ultra-High Net Worth Relationship Director

U.S. Bank; Los Angeles (CA); On-site; USD 219,000 - 268,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a senior, high-impact relationship manager to serve a group of ultra high net worth clients.

You will drive the Ascent team’s activities, identify and close sales opportunities, and expand the bank’s presence in the UHNW market through regional engagement and client development. The role requires extensive financial services experience, leadership ability and strategic management skills to connect with top-tier clients and coordinate cross-functional services.

Qualifications

• Bachelor’s degree in finance, accounting or other 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.
• Drives and coordinates 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

Communication

Analytical

Strategic management

Education

Bachelor’s degree in finance, accounting or related field

MBA, JD, CFP, CFA, or CPA

Job description

U.S. Bank is seeking a senior, high-impact relationship manager to serve a group of ultra high net worth clients.

You will drive the Ascent team’s activities, identify and close sales opportunities, and expand the bank’s presence in the UHNW market through regional engagement and client development. The role requires extensive financial services experience, leadership ability and strategic management skills to connect with top-tier clients and coordinate cross-functional services.