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High Net Worth Client Relationship Specialist

2 months ago

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

We are seeking a highly experienced and skilled PWM Private Wealth Advisor to join our team at U.S. Bank. As a PWM Private Wealth Advisor, you will be responsible for retaining and growing medium to large size high net worth client relationships.

Key Responsibilities
  • Build and maintain strong relationships with high net worth clients to understand their financial goals and objectives.
  • Develop and implement customized wealth management plans to meet the unique needs of each client.
  • Collaborate with a team of banking, trust, and investment professionals to provide comprehensive financial solutions to clients.
  • Stay up-to-date on market trends and economic conditions to provide expert advice and guidance to clients.
  • Meet and exceed client expectations through exceptional customer service and communication.
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.
What We Offer
  • A comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension.
  • 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.
  • The opportunity to work with a diverse team of professionals and contribute to the growth and success of U.S. Bank.