✦ Luna Orbit — Finance & Accounting

Ascent Managing Director Client Advisor

at U.S. Bank

📍 Charlotte, NC Unknown Posted March 24, 2026
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Position Details

Type Full-Time
Experience senior
Exp. Years 15+ years
Education Bachelor's degree in finance, accounting or related
Category Finance & Accounting

About this role

This role involves managing relationships with ultra high net worth clients, expanding the bank's presence in this market segment, and providing tailored financial services to high-net-worth individuals.

Key Responsibilities

  • Manage client relationships
  • Develop sales opportunities
  • Expand market presence
  • Coordinate with banking teams
  • Represent bank at community events

Technical Overview

Focus on relationship management, sales, client development, and strategic planning within the financial services industry.

Ideal Candidate

The ideal candidate is a highly experienced financial services professional with over 15 years, including extensive work with ultra high net worth clients, possessing strong leadership, relationship management, and strategic sales skills.

Must-Have Skills

Bachelor's degree in financeaccounting or related15+ years of financial services experience10+ years of experience with ultra high net worth clients

Nice-to-Have Skills

Well-developed leadership abilitiesStrategic management skillsThorough industry knowledgeStrong verbal and written communicationAnalytical and decision-making skills

Required Skills

relationship managementsalesclient developmentultra high net worth clientsfinancial servicesleadershipstrategic managementcommunication skillsanalytical skillsdecision-making

Hard Skills

Relationship ManagementSalesClient DevelopmentUltra High Net Worth ClientsFinancial ServicesLeadershipStrategic ManagementVerbal and Written CommunicationAnalytical SkillsDecision-MakingProblem-SolvingTact and Diplomacy

Soft Skills

LeadershipStrategic ThinkingCommunicationDecision-MakingProblem-SolvingDiplomacyPeople Skills

Certifications

Required

MBAJDCFPCFACPA

Industry & Role

Industry Banking
Job Function High-net-worth client relationship management and sales leadership
Role Subtype Senior Client Advisor

Keywords for Your Resume

relationship managementsalesclient developmentultra high net worth clientsfinancial servicesleadershipstrategic managementcommunication skillsanalytical skillsdecision-makingproblem-solvingdiplomacy

Deal Breakers

Less than 15 years of financial services experience, No experience with ultra high net worth clients, Lack of relevant degrees or certifications, No leadership experience

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