Private Wealth Management Partner Private Wealth Advisor
Core
Solicit, develop, manage, and retain client relationships for Private Wealth Management, driving business development and client retention strategies.
Role type
Private Wealth Advisor Partner
Builds
Client relationships and sales revenue for U.S. Bank's Private Wealth Management practice
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Sales support, client relationship management, product specialty knowledge, data interpretation, complex problem resolution, computer navigation (Microsoft Office), analytical skills
Preferred skills
Departmental operations/policy knowledge, professional credentials (CFP, CFA)
Technologies
Microsoft Office applications
Responsibilities
Soliciting and developing client relationships, managing and retaining clients, driving business development, achieving sales and revenue goals, honing technical product skills
Seniority
Entry-level to Mid-level (up to 3 years experience)