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PWM Private Wealth Management Advisor
2 months ago
At U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a PWM Private Wealth Management Advisor, you'll play a critical role in managing individual and trust account assets, while building and maintaining strong relationships with clients. If you're passionate about delivering exceptional client service and have a strong background in investment management, we encourage you to apply for this exciting opportunity.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored investment solutions to meet their needs.
- Investment Management: Manage individual and trust account assets, ensuring that investment strategies align with the established objectives and strategies of the company and/or the client.
- Portfolio Growth: Focus on managing client account retention to meet Net Portfolio growth objectives of the company.
- Business Development: Collaborate with colleagues to identify new business opportunities and develop strategies to grow the Private Wealth Management business.
- Education: Bachelor's degree or equivalent work experience.
- Experience: 10 or more years of investment experience.
- Skills: Thorough understanding of investment management, strong knowledge of finance, economics, and general business, strong sales and relationship management/client services skills, ability to effectively present investment strategies to clients, ability to make critical decisions independently, excellent interpersonal and verbal and written communication skills.
- Comprehensive Benefits Package: U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution, and pension (all benefits are subject to eligibility requirements).
- Hybrid Work Arrangement: This role is hybrid, with team members spending three days a week at a U.S. Bank location and having flexibility on their work location for the other working days.
