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Private Wealth Management Sr Managing Director
U.S. Bank
Boise, ID, United States
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Manages a team responsible for developing, managing, and retaining Community Private Client Group account relationships. Plays a leadership role within the Private Wealth Management (PWM) group. Develops, manages, and retains the most complex and important client relationships with potential for the highest level of financial return. Provides advice and guidance to less-experienced PWM Personal Trust Relationship Managers and Private Banking Relationship Managers, and others both within and outside of Community Wealth Management Group. Incumbent is a highly seasoned financial industry expert capable of handling the most complex transactions and complex management, relationship management, business, and leadership issues. Serves as the key contact in the community for events and sponsorships, legislative issues, economic development issues, and other government issues. May also serve as Market Manager.
Qualifications
Basic Qualifications
• Bachelor's or Master's degree
• 10 or more years of experience in Personal Trust or Private Banking area
• Three or more years of managerial experience
Preferred Skills/Experience
• Strong relationship and sales management, private banking, personal trust, and
new business development/sales skills
• Expert knowledge of all Private Client Group products and services
• Extensive knowledge of other U.S. Bancorp products and services
• Strong leadership and strategic management skills
• Excellent presentation, verbal and written communication skills
• Strong analytical and problem-solving skills
• Ability to make critical decisions independently