WM Affluent Banker - Beverly Hills, CA
About The Position
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions.
Requirements
- Bachelor's degree, or equivalent work experience
- Seven or more years of experience in Wealth Management private banking
- Series 6-63 or Series 7-63 licenses
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Must meet or maintain NMLS registration requirements, including a satisfactory criminal and credit record.
Nice To Haves
- Strong relationship management, sales, and business development skills
- Significant understanding of Wealth products and offerings
- Advanced competency in Financial Planning
- Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation skills
Responsibilities
- Deliver the full spectrum of U.S. Bank products and services to affluent clients.
- Collaborate with relevant entities to ensure a comprehensive client experience.
- Identify and engage with experts such as mortgage, small business banking, and personal trust services.
- Develop, manage, and retain client relationships for Affluent Wealth Management.
- Proactively contact assigned and prospective clients.
- Provide expert advice and counsel in affluent wealth banking client relationships.
- Understand clients’ needs and goals to recommend product and service solutions.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
