Wealth Management Advisor - Omaha

US Bank Omaha , NE 68102

Posted 3 months ago

Develops, manages, and retains client relationships for Personal Trust area in Community Banking. Manages relationship with clients to ensure clients' financial needs are met and exceeded. Provides expert financial advice and counsel to clients and prospective clients especially in the areas of personal trust, private banking, and investments. Presents alternative solutions for a variety of complex business situations. Calls on potential and/or existing clients to develop new business and increase or retain relationships with current clients. Manages trust relationships, ensuring client objectives are met and are consistent with governing documents and fiduciary administration principles. Analyzes economic and industry market trends to identify potential business opportunities and high-risk situations. Actively networks in community to identify and capitalize on new business development opportunities.

Basic Qualifications

  • Bachelor's degree, or equivalent work experience

  • Eight to ten years of experience in Personal Trust banking industry

Preferred Skills/Experience

  • Excellent personal trust relationship management, lending, and new business development/sales skills

  • Considerable knowledge of personal trust products and services

  • Advanced knowledge of private banking, investment and other U.S. Bancorp products and services

  • In-depth knowledge of fiduciary services

  • Strong analytical and problem-solving skills

  • Excellent presentation, verbal and written communication skills

  • Ability to make critical decisions independently

  • Previous involvement in financial planning activities

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Wealth Management Advisor - Omaha

US Bank