Wealth Management Client Associate jobs at Bank Of America in United States, Minneapolis
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Minneapolis
9 jobs found
08.05.2025
USB
US Bank Ascent Managing Director Client Advisory Job United States, Minnesota, Minneapolis
Responsible for retention, development and growth of book of business. Provide and/or coordinate advice and counsel to clients and prospects in the areas of private banking, personal trust and investments....
Bachelor's degree, or equivalent work experience. Eight or more years of experience interacting with High and Ultra High Net Worth clients. Requires established network with strong relationship management, networking, and...
Proven history of leading and/or influencing senior leaders and teams by proven results driven through excellent leadership in action. Collaborate with Sr. leadership to define and articulate the desired organizational...
Leads the wealth planning engagement process with clients from start to finish. This includes leading the new business review and onboarding process for initial and successor trustee appointments and managed...
Bachelor's degree, or equivalent work experience. One or more years of commercial lending experience. Strong understanding of all products and services applicable to target client segment. Advanced knowledge of applicable...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Responsible for retention, development and growth of book of business. Provide and/or coordinate advice and counsel to clients and prospects in the areas of private banking, personal trust and investments....
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