accounting | Private Wealth Management Portfolio Manager in Klamath Falls, OR

Private Wealth Management Portfolio Manager

  • U.S. Bank
  • 29209 Hwy 140 W
  • Klamath Falls, OR 97601
  • Full-Time
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At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, were one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and 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.

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 make critical decisions independently
- Excellent presentation,interpersonal, verbal and written communication skills

- Ability to build partnerships and work as part of a team - Professional designation preferred, such as CFP, CFA, CPA, or JD


* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.