PWM Private Banker

U.S. Bancorp
Las Vegas
Workplace: HybridFull timeUSD 134,280 - 164,120 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship management","Lending skills","Sales and new business development","Analytical problem-solving","Independent decision-making","Presentation and communication"]

Develop and manage full-service relationships with high-income, high-net-worth private banking clients. Provide investment and financial advice, high-level customer service, and guidance to meet client needs while supporting compliance with banking regulations, credit quality standards, and portfolio management policies. Share responsibility for soliciting, developing, managing, and retaining PWM client relationships. Operate within a hybrid role structure and meet NMLS registration requirements under SAFE Act and Regulation Z.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

PWM Private Banker

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 days agoStatus: Live

Job Summary

Develop and manage full-service relationships with high-income, high-net-worth private banking clients. Provide investment and financial advice, high-level customer service, and guidance to meet client needs while supporting compliance with banking regulations, credit quality standards, and portfolio management policies. Share responsibility for soliciting, developing, managing, and retaining PWM client relationships. Operate within a hybrid role structure and meet NMLS registration requirements under SAFE Act and Regulation Z.
Location: Las Vegas
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop, manage, and retain full-service relationships with high-income and high-net-worth private banking clients.
  • •Provide advice, counsel, and high-level customer service to meet clients’ financial needs.
  • •Support compliant net portfolio management aligned with banking regulations and credit policies.
  • •Share responsibility for soliciting, developing, managing, and retaining Private Wealth Management client relationships.
  • •Meet required NMLS registration processes, including background and credit checks, to maintain registration status.

Pay and Benefits

Salary: USD 134,280 - 164,120 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental LeavePregnancy Disability

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •10+ years of private wealth management experience in the financial services industry.
  • •Strong relationship management and lending skills.
  • •Advanced knowledge of Private Wealth Management products and services.
  • •Ability to make critical decisions independently and communicate effectively, verbally and in writing.
Experience:Private wealth managementFinancial services
Education:Bachelor's
Skills:Relationship managementLending skillsSales and new business developmentAnalytical problem-solvingIndependent decision-makingPresentation and communication
Licenses:NMLS registration

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
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