Senior Private Wealth Advisor - HNW Growth Leader

U.S. Bank

  • Pasadena, CA
  • 6 days ago
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    Skills

    • Certified Financial Planner (CFP)unmatched
    • Chartered Financial Analyst (CFA)unmatched
    • Customer Relationsunmatched
    • High Net Worthunmatched
    • Mandarin Chinese Languageunmatched
    • Relationship Managementunmatched
    • Retention Programsunmatched
    • Sales Managementunmatched
    • Team Lead/Managerunmatched
    • Wealth Managementunmatched

    Description

    U.S. Bank is seeking a seasoned expert in Wealth Management to handle high net worth client relationships in Pasadena, California. The ideal candidate will be responsible for retention and growth strategies while leading a team of professionals to meet client needs.Applicants should have over 10 years of experience in wealth management, demonstrate excellent relationship management skills, and preferably hold a CFA or CFP designation. This position also favors proficiency in Mandarin.#J-18808-Ljbffr

    Numbers & Facts

    LocationPasadena, CA

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