PWM Private Wealth Manager

2 weeks ago


Beverly Hills, California, United States U.S. Bank Full time

Job Summary

U.S. Bank is seeking a highly experienced and skilled PWM Private Wealth Manager to join our team. As a PWM Private Wealth Manager, you will be responsible for retaining and growing medium to large size high net worth client relationships. You will build a team of banking, trust, and investment professionals around the client to meet and exceed their needs.

Key Responsibilities

  • Develop and implement comprehensive wealth management strategies for high net worth clients
  • Build and maintain strong relationships with clients to understand their financial goals and objectives
  • Collaborate with internal teams to provide expert advice and counsel on wealth management and relationship management issues
  • Stay up-to-date on industry trends and developments to provide innovative solutions to clients
  • Meet and exceed client retention and growth targets

Requirements

  • Bachelor's degree or equivalent work experience
  • 10 or more years of experience in high and ultra high net worth client wealth management activities
  • Excellent relationship management, networking, and business development skills
  • Extensive knowledge of U.S. Bancorp banking, trust, and investment products and services
  • Ability to partner with colleagues to identify and service unique client needs
  • Well-developed analytical and problem-solving skills
  • Excellent writing, speaking, and presentation skills
  • Ability to make critical decisions independently
  • Professional designation such as CFA or CFP is preferred

Benefits

  • Comprehensive benefits package, including health, dental, and vision insurance
  • 401(k) and employer-funded retirement plan
  • Paid vacation and sick leave
  • Adoption assistance
  • Short-term and long-term disability insurance
  • Pregnancy disability and parental leave

U.S. Bank is an Equal Opportunity Employer

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.



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