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PWM Portfolio Manager
| Company | U.S. Bank |
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| Location | Dublin, OH, USA |
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| Salary | $126820 – $149200 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Expert or higher |
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Requirements
- Bachelor’s degree, or equivalent work experience
- 10 or more years of investment experience
Responsibilities
- 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)
Preferred Qualifications
- 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
