PWM Banking Analyst
$81.52k - $95.9kU.S. Bank
Job Overview Private Wealth Management (PWM) Analysts are responsible for soliciting, developing, managing, and retaining client relationships within PWM Private Banking. The role focuses on honing technical discipline and client‑facing skills necessary to progress to Associate Advisor. Key Responsibilities Drive retention, development, and growth of high-net-worth relationships. Create prospecting strategies and research, manage pipeline, and identify new business opportunities. Provide in‑depth analysis of client financial statements and recommend growth strategies. Maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z. Basic Qualifications Bachelor’s degree or equivalent work experience. Up to three years of related experience. Preferred Skills & Experience Knowledge of department operations, policies, and U.S. Bank products and services. Effective interpersonal, verbal and written communication skills. Strong client‑facing skills. Analytical, problem‑solving and data interpretation skills. Proficient with Microsoft Office and other software. Pursuit of professional credentials (CFP, CFA, etc.) is a plus. Accommodation Statement We accommodate disabilities in the application or hiring process. Please refer to our disability accommodations for applicants. 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 (2–5 weeks depending on grade and tenure) Up to 11 paid holidays Adoption assistanceSick and Safe Leave accruals (up to 80 hours per year unless otherwise provided by law) Salary Pay Range: $81,515 – $95,900. Equal Opportunity Statement 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
$81.52k - $95.9k
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