Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

PWM Investment Portfolio Manager

U.S. Bank

Job Description 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). Qualifications Basic: Bachelor’s degree or equivalent work experience, and 10 or more years of investment experience. Preferred: 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. Pay Range $133,365.00 - $156,900.00 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 Equal Employment Opportunity U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. #J-18808-Ljbffr U.S. Bank

Vacancy posted more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to PWM Investment Portfolio Manager. Be the first to apply!