Wm Affluent Banker - Beverly Hills, Ca

U.S. Bank

Beverly Hills, CA, US
Base: $111,095.00 - $130,700.00; bonus/equity: not...
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Seven years of wealth management experience
Strong relationship management skills
Ability to make critical decisions independently
** U.S. Bank is seeking a Wealth Management Banker for the affluent segment in Beverly Hills, CA, focused on enhancing the client experience through relationship management and collaboration across financial services. The ideal candidate should have extensive experience in wealth management, strong sales skills, and relevant financial licenses. **

Job Summary

  • At U.S. Bank, we’re on a journey to help customers and businesses make better financial decisions.
  • The Wealth Management Banker is responsible for the overall affluent client experience.
  • Our benefits are designed to help you and your family boost your health and financial security.

Matching Summary

Match Score: 75

** U.S. Bank is seeking a Wealth Management Banker for the affluent segment in Beverly Hills, CA, focused on enhancing the client experience through relationship management and collaboration across financial services. The ideal candidate should have extensive experience in wealth management, strong sales skills, and relevant financial licenses. **

Salary

Base: $111,095.00 - $130,700.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Seven years of Wealth Management experience
  • Strong relationship management skills
  • Ability to make critical decisions independently

Nice-to-have

  • Advanced competency in Financial Planning
  • Demonstrated expertise in wealth discussions
  • Effective writing and presentation skills

Key Requirements

  • Bachelor's degree or equivalent work experience
  • Series 6-63 or Series 7-63 licenses

Work Rights

Not specified

Tailored Resume

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