U.S. Bank seeks an experienced Private Wealth Management professional to manage individual and trust account assets in line with client objectives, with a strong emphasis on client retention and Net Portfolio growth.
The role offers exposure to a broad product portfolio and advisor-focused support to deliver superior client experiences. The position requires a Bachelor's degree and 10+ years of investment experience, plus a proven ability to develop relationships, present investment strategies,
#J-18808-LjbffrSenior Private Wealth Portfolio Manager in beverly hills at Unknown Company
This position is listed as full time and onsite.