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Private Wealth Management Analyst at U.S. Bank - ApplyBlast

Private Wealth Management Analyst

U.S. Bank

2 months ago

3.3 on Glassdoor

Clayton, Missouri, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Private Wealth Management Analyst at U.S. Bank supports PWM Investments by developing and retaining high‑net‑worth client relationships, conducting financial analysis, and identifying new business opportunities under advisor oversight. The role includes on‑the‑job training in investment technical skills and client‑facing responsibilities to prepare for future portfolio manager partnership.

Responsibilities

Develop and retain high net worth client relationships
Conduct in-depth financial statement analysis and recommend investment strategies
Create prospecting strategies and manage pipeline for new business opportunities

Skills

Qualifications

Bachelor's degreeCFPCFA

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

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Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.