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PWM Private Wealth Manager

2 months ago

Denver, Colorado, United States U.S. Bank Full time
Job Summary

U.S. Bank is seeking a skilled PWM Private Wealth Advisor to manage individual and/or trust account assets and investment relationships. The ideal candidate will have a strong focus on managing client account retention to meet Net Portfolio growth objectives.

Key Responsibilities
  • Manage client relationships and investment portfolios to achieve established objectives
  • Develop and implement investment strategies to meet client needs
  • Provide exceptional client service and support
  • Collaborate with cross-functional teams to drive business growth
  • Stay up-to-date on industry trends and best practices
Requirements
  • Bachelor's degree or equivalent work experience
  • 10+ years of investment experience
  • Strong understanding of investment management and finance
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
What We Offer
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including healthcare, retirement plan, and paid time off
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.