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PWM Investment Portfolio Manager
PWM Investment Portfolio ManagerU.S. Bancorp • Rochester, MN, US
PWM Investment Portfolio Manager

PWM Investment Portfolio Manager

U.S. Bancorp • Rochester, MN, US
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Job Title

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.

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 effectively present investment strategies to clients
  • Ability to make critical decisions independently
  • Excellent interpersonal and verbal and written communication skills

    • Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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    Portfolio Manager • Rochester, MN, US