PWM Investment Portfolio Mgr

U.S. Bank•Chicago, IL

3d•$131,670 - $160,930•Onsite

About The Position

Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).

Requirements

Bachelor's degree, or equivalent work experience
10 or more years of investment experience
Thorough understanding of investment management
Strong knowledge of finance, economics and general business
Effective sales and relationship management/client services skills
Ability to effectively present investment strategies to clients
Ability to make critical decisions independently
Excellent interpersonal and verbal and written communication skills
Must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Responsibilities

Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.
Manages client account retention to meet Net Portfolio growth objectives of the company.
Solicits, develops, manages, and retains client relationships for Private Wealth Management (PWM).

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension