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PWM Senior Private Wealth Manager

2 months ago

Bellevue, Washington, United States U.S. Bank Full time
About the Role

At U.S. Bank, we're committed to helping our customers and communities thrive. As a PWM Senior Private Wealth Manager, you'll play a critical role in driving business growth and delivering exceptional client experiences.

Key Responsibilities
  • Build and maintain strong relationships with high net worth clients, providing tailored financial solutions and expert advice.
  • Develop and execute strategic plans to drive business growth, leveraging your expertise in wealth management and relationship building.
  • Collaborate with cross-functional teams to deliver seamless client experiences and drive business results.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance and excellence in all aspects of your work.
Requirements
  • Bachelor's degree or equivalent work experience.
  • 10+ years of experience in high and ultra-high net worth client wealth management activities.
  • Excellent relationship management, networking, and business development skills.
  • Ability to partner with colleagues to identify and service unique clients' 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.
What We Offer
  • A comprehensive benefits package, including healthcare, basic term and optional term life insurance, short-term and long-term disability, pregnancy disability and parental leave, 401(k) and employer-funded retirement plan, paid vacation, up to 11 paid holiday opportunities, adoption assistance, and sick and safe leave accruals.
  • A hybrid/flexible schedule, with an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
About U.S. Bank

U.S. Bank is a leading financial institution 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.