Private Wealth Management - Investment Partner
Based in United States
Core
Soliciting, developing, managing, and retaining client relationships for Investments; driving business development and client retention in PWM sales and relationship management strategies.
Role type
Private Wealth Management Investment Partner
Builds
Investment sales and client retention strategies
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
sales support, client relationship management, data interpretation, complex problem solving, analytical skills, Microsoft Office proficiency
Preferred skills
knowledge of departmental operations and U.S. Bank products, strong client-facing skills, pursuit of professional credentials (CFP, CFA)