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Company: U.S. Bank
Location: Medford, OR
Career Level: Mid-Senior Level
Industries: Banking, Insurance, Financial Services

Description

Responsible for managing individual and/or trust account assets and investment relationships consistent with the established investment objective strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing and retaining client relationships for Wealth Management. Key participant in securing new client business. Counsels clients on complex alternative investments. Responsible for conducting Investment Strategy meetings in the Market or Region for high-net worth and ultra high-net worth clients.



Qualifications

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of investment experience

Preferred Skills/Experience
- Thorough understanding of investment management
- Strong knowledge of finance, economics and general business
- Strong sales and relationship management/client services skills
- Ability to effectively present investment strategies to clients
- Ability to make critical decisions independently
- Excellent interpersonal and verbal and written communication skills


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