WM Investment Portfolio Manager

at  US Bank National Association

Minneapolis, MN 55402, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate30 Jan, 2025USD 90100 Annual31 Oct, 2024N/AInvestment Strategies,Economics,Investment Management,Finance,Communication SkillsNoNo
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Description:

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

JOB DESCRIPTION

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
  • Four or more years of investment experience

PREFERRED SKILLS/EXPERIENCE

  • Thorough understanding of investment management
  • Strong knowledge of finance, economics and general business
  • Ability to effectively present investment strategies to clients
  • Ability to make critical decisions independently with minimum direction
  • Well-developed interpersonal and verbal and written communication skills
    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Responsibilities:

  • 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 la


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Accounts Management

Graduate

Proficient

1

Minneapolis, MN 55402, USA