Overview

Wealth Management Investment Portfolio Manager170020850
 
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, we’re 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.

 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
– 5 or more years of investment experience

 

Preferred Skills/Experience
– Thorough understanding of investment management
– Strong knowledge of finance, economics and general business
– Effective 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

– CFA or CFP preferred

 

Job

 Portfolio / Asset Management

Primary Location

 Oregon-OR-Eugene

Other Locations

 Oregon-OR-Salem, Oregon-OR-Medford, Oregon-OR-Bend

Shift

 1st – Daytime

Average Hours Per Week 40

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