U. S. Bank
PWMPrivateWealthAdvisor
“PWM Private Wealth Advisor at U. S. Bank. Skills: Client Relationship Management, Wealth Management, Financial Advisory. Retention and growth of high net worth client relationships. Build a team of Banking, Trust and Investment professionals”
What You'll Achieve.
Meets and exceeds client needs
Industry & Context.
Well-developed analytical and problem-solving skills
National Mortgage Licensing System (NMLS) registration under the terms of the S. A. F. E. Act of 2008 and Regulation Z, Subject to required registration process, including criminal background and credit check, Must be able to comply with U. S. Bank policies and procedures
What They're Looking For.
Must Have
Bachelor's degree, 10 or more years of experience in high and ultra-high net worth client wealth management activities, National Mortgage Licensing System (NMLS) registration
Nice to Have
Excellent relationship management, networking, and business development skills, Extraordinary talent for driving business, 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
What You'll Do.
Retention and growth of high net worth client relationships
Build a team of Banking
Trust and Investment professionals
Provide counsel and expert advice in Wealth Management
Handle complex wealth and relationship management issues
How You'll Work.
Team & Collaboration
Builds a team of Banking, Trust and Investment professionals around client; Ability to partner with colleagues to identify and service unique clients' needs
Communication Scope
Excellent writing; Excellent speaking; Excellent presentation skills
Applying for this PWM Private Wealth Advisor role?
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