PWM Senior Portfolio Manager
Company: U.S. Bank
Location: Seattle
Posted on: May 15, 2022
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Job Description:
At U.S. Bank, we're passionate about helping customers and the
communities where we live and work. The fifth-largest bank in the
United States, we're one of the country's most respected,
innovative and successful financial institutions. 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.**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).Basic Qualifications- Bachelor's degree, or equivalent work
experience- 10 or more years of investment experiencePreferred
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- CFA and/or CIMACovid-19
Vaccine Mandate Requirement: U.S. Bank requires that the successful
candidate hired for this position be fully-vaccinated for COVID-19,
absent being granted an accommodation due to a medical condition,
pregnancy, or sincerely held religious belief or other legally
required exemption.If there's anything we can do to accommodate a
disability during any portion of the application or hiring process,
please refer to our disability accommodations for applicants
(https://careers.usbank.com/global/en/disability-accommodations-for-applicants)
.**Benefits:**Take care of yourself and your family with U.S. Bank
employee benefits. We know that healthy employees are happy
employees, and we believe that work/life balance should be easy to
achieve. That's why we share the cost of benefits and offer a
variety of programs, resources and support you need to bring your
full self to work and stay present and committed to the people who
matter most - your family.Learn all about U.S. Bank employee
benefits, including tuition reimbursement, retirement plans and
more, by visiting careers.usbank.com .**EEO is the Law**Applicants
can learn more about the company's status as an equal opportunity
employer by viewing the federal EEO is the Law
(https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)
poster.**E-Verify**U.S. Bank participates in the U.S. Department of
Homeland Security E-Verify program in all facilities located in the
United States and certain U.S. territories. The E-Verify program is
an Internet-based employment eligibility verification system
operated by the U.S. Citizenship and Immigration Services. Learn
more about the E-Verify program
(https://careers.usbank.com/verification-of-eligibility-for-employment)
.Due to legal requirements, U.S. Bank requires that the successful
candidate hired for some positions be fully-vaccinated for
COVID-19, absent being granted an accommodation due to a medical
condition, pregnancy, or sincerely held religious belief or other
legally required exemption. For these positions, as part of the
conditional offer of employment, the successful candidate will be
asked to provide proof of vaccination or approval for an
accommodation or exemption upon hire.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.
Keywords: U.S. Bank, Seattle , PWM Senior Portfolio Manager, Accounting, Auditing , Seattle, Washington
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