Affluent Wealth Management Banker Job at U.S. Bank National Association (El Cajon)

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Extensive on-the-job training and exposure to senior leaders
Volunteerism opportunities
Global network support

Fulltime

New

Wealth Management Affluent Banker

The Wealth Management Banker in the affluent segment is responsible for the over...

Location

United States , Sun City

Salary:

86360.00 - 101600.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
Series 6-63 or Series 7-63 licenses
Strong relationship management, sales, and business development skills
Moderate understanding of Wealth products and offerings
Strong competency in Financial Planning
Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Effective writing, speaking and presentation skills

Job Responsibility

Responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions
Identification of other experts such as mortgage, small business banking and personal trust services
Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients
Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions

What we offer

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

Fulltime

!

New

Wealth Management- Affluent Banker

The Wealth Management Banker in the affluent segment is responsible for the over...

Location

United States , Delphos; Botkins; Ada; Van Wert; Fort Loramie

Salary:

81600.00 - 96000.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
Series 6-63 or Series 7-63 licenses
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services
Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients
Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions

What we offer

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

Fulltime

!

New

Wealth Management Banker

The Wealth Management Banker in the affluent segment is responsible for the over...

Location

United States , Colorado Springs

Salary:

86360.00 - 101600.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
Series 6-63 or Series 7-63 licenses
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Strong relationship management, sales, and business development skills
Moderate understanding of Wealth products and offerings
Strong competency in Financial Planning
Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently

Job Responsibility

Responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services
Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients
Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions

What we offer

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

Fulltime

!

New

Wealth management banker

The Wealth Management Banker in the affluent segment is responsible for the over...

Location

United States , Phoenix

Salary:

75820.00 - 89200.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Up to three years of experience in Wealth Management private banking or financial services
Series 6-63 or Series 7-63 licenses
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services
Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients
Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions

What we offer

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

Fulltime

!

New

Wealth Management Banker

The Wealth Management Banker in the affluent segment is responsible for the over...

Location

United States , Sidney, OH

Salary:

81600.00 - 96000.00 USD / Year

U.S. Bank National Association

Expiration Date

March 13, 2026

Requirements

Bachelor's degree, or equivalent work experience
Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
Series 6-63 or Series 7-63 licenses
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services
Identification of other experts such as mortgage, small business banking and personal trust services
Developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients
Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions

What we offer

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

Fulltime

New

Wealth management banker

The Wealth Management Banker in the affluent segment is responsible for the over...

Location

United States , Farmington

Salary:

65790.00 - 77400.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Up to three years of experience in Wealth Management private banking or financial services
Series 6-63 or Series 7-63 licenses
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services
Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients
Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions

What we offer

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

Fulltime

!

New

Wealth Management Banker

The Wealth Management Banker in the affluent segment is responsible for the over...

Location

United States , Charlotte

Salary:

75820.00 - 89200.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Up to three years of experience in Wealth Management private banking or financial services
Series 6-63 or Series 7-63 licenses
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Overall affluent client experience, ensuring collaboration of relevant entities to deliver full spectrum of U.S. Bank products and services
Developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients
Providing expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals to recommend product and service solutions

What we offer

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

Fulltime

!

Affluent Wealth Management Banker

U.S. Bank National Association

Location:
United States , El Cajon ▼
Lakeside

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

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Category:
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February 20, 2026

Expiration:
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