Private Wealth Management Personal Trust Relationship Manager

 

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.

 

Responsible for the efficient administration of trust accounts for an affluent or high net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent.  Provides expert advice and counsel in the area of personal trust products and services. Provides high level customer service to customers, attorneys, and beneficiaries relating to these accounts.  Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.  Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management.  Will potentially be responsible for coordinating the estate settlement activities of the Milwaukee office.

 

Qualifications

 

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Ten or more years of wealth management experience in the financial services industry

 

Preferred Skills/Experience
- Strong personal trust and relationship management skills
- In-depth knowledge of fiduciary services
- Advanced knowledge of Wealth Management products and services
- Considerable knowledge of personal trust products and services
- Strong networking and business development skills
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Excellent presentation, verbal and written communication skills

- Strong business development skills in SE WI

- JD or CPA

 

 

Job

Relationship Management

Primary Location

Wisconsin-WI-Milwaukee

Shift

1st - Daytime

Average Hours Per Week

40