Wealth Management Banker - San Diego, CA
Based in United States
Core
Deliver full spectrum of U.S. Bank products and services to affluent clients through proactive relationship management and expert financial advice.
Role type
Senior IC Wealth Management Banker (Affluent Segment)
Builds
Client relationships and book of business growth in affluent wealth banking
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, Sales, Business development, Financial planning, Product solutioning, Client needs analysis, Regulatory compliance (Series 6-63/7-63, NMLS)
Preferred skills
Wealth product knowledge, Analytical problem-solving, Independent decision-making, Presentation skills
Technologies
NMLS, Series 6-63, Series 7-63