21 days old

U.S. Bank Private Wealth Management Portfolio Manager

U.S. Bank
Portland, OR 97240
U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Portfolio Manager (PM) is responsible for managing individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies for our Portland area clients. 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. A team of specialists support these efforts by providing deep knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PM also acts as a conduit for Private Wealth Managements strategic partners in the region. Additional Responsibilities: Identify and engage with a prospective pool of clients, which includes prospecting, developing external centers of influence, and accessing personal and professional networks Develop a thorough understanding of needs, goals, and financial position to help clients strategize in a clear and supportive manner Prioritize and deploy the resources of U.S. Bank and U.S. Bank Private Wealth Management to creatively and consistently exceed client expectations Deliver best-in-class advice that prioritizes client objectives Advocate for and promote a diverse work environment that prioritizes teamwork and cooperation Observe and act within U.S. Bank policies and guidelines **Qualifications:** Basic Qualifications - Bachelor's degree, or equivalent work experience - 10 or more years of investment experience Preferred Skills/Experience - Thorough understanding of investment management - Strong knowledge of finance, economics and general business - Strong 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 **Job:** Relationship Support **Primary Location:** Oregon-OR-Portland **Shift:** 1st - Daytime **Average Hours Per Week:** 40 **Requisition ID:** 200003211 U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

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Posted: 2020-02-07 Expires: 2020-03-08

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U.S. Bank Private Wealth Management Portfolio Manager

U.S. Bank
Portland, OR 97240

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