US Bank - Milwaukee, WI
posted 5 months ago
At U.S. Bank, we are committed to helping our customers and businesses make informed financial decisions while supporting the growth and success of the communities we serve. As a key member of our team, you will manage individual and/or trust account assets and investment relationships in alignment with the established investment objectives and strategies of both the company and our clients. This role places a strong emphasis on client account retention, which is crucial for meeting the Net Portfolio growth objectives of the company. You will share the responsibility of soliciting, developing, managing, and retaining client relationships within our Private Wealth Management (PWM) division. In this position, you will leverage your extensive investment experience to provide exceptional service to our clients. You will be expected to present investment strategies effectively, make critical decisions independently, and maintain a thorough understanding of investment management principles. Your ability to build and nurture relationships will be essential in ensuring client satisfaction and loyalty. Excellent interpersonal, verbal, and written communication skills are vital for success in this role, as you will be interacting with clients regularly and addressing their financial needs and concerns. U.S. Bank values diversity and inclusion, and we are committed to creating a workforce that reflects the communities we serve. We encourage all qualified applicants to apply, regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status. We also provide accommodations for applicants with disabilities during the application and hiring process.