Pwm Portfolio Manager

U.S. Bank

Base: $159,970.00 - $188,200.00; bonus/equity: not...
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Investment management experience
Client relationship management
Portfolio performance monitoring
** U.S. Bank is seeking a PWM Portfolio Manager to oversee individual and trust account assets, focusing on client retention and portfolio management. The ideal candidate should possess significant investment experience and strong relationship management skills, with a hybrid work arrangement allowing flexibility. **

Job Summary

  • At U.S. Bank, we’re on a journey to do our best.
  • This role involves managing individual and trust account assets.
  • Our benefits are designed to help you and your family boost your health.

Matching Summary

Match Score: 75

** U.S. Bank is seeking a PWM Portfolio Manager to oversee individual and trust account assets, focusing on client retention and portfolio management. The ideal candidate should possess significant investment experience and strong relationship management skills, with a hybrid work arrangement allowing flexibility. **

Salary

Base: $159,970.00 - $188,200.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Investment management experience
  • Client relationship management
  • Portfolio performance monitoring

Nice-to-have

  • Strong sales skills
  • Excellent communication skills
  • Ability to present investment strategies

Key Requirements

  • Bachelor's degree
  • 10 or more years of investment experience
  • CFA or MBA preferred

Work Rights

Not specified

Tailored Resume

Cover Letter