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PWM Relationship Manager at U.S. Bank - ApplyBlast

PWM Relationship Manager

U.S. Bank

4 months ago

3.3 on Glassdoor

Minneapolis, MN

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Relationship Manager at U.S. Bank's Private Wealth Management division builds trusted teams of professionals to serve high-net-worth and ultra-high-net-worth clients with complex, multi-generational financial needs. This role requires deep expertise in trust, private banking, and investments to drive client retention and growth while ensuring fiduciary compliance. Partnerships with product specialists are essential for delivering comprehensive strategic advice and managing large-scale family meetings.

Responsibilities

Build trusted teams of banking and investment professionals for key clients
Drive retention and growth of complex multi-generational client relationships
Partner with specialists to deliver comprehensive financial planning advice
Facilitate large-scale family meetings and coordinate with external advisors
Profile clients and formulate customized wealth management strategies

Skills

Qualifications

Bachelor's degreeNMLS RegistrationCFP CertificationCFA CertificationCPA Certification

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

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