U.S. Private Bank – Investment Professional
On-site · Minneapolis, Minnesota, United States
Job Summary
Investment Professional in the U.S. Private Bank provides essential daily support to investors, includes brokerage trade consultation and execution, creating discretionary account mandates, monitoring risk metrics and client loadings, submitting and monitoring fee schedules and billing, and managing Alternatives documents. Requires Series 7 and 66 licenses plus Insurance licenses, a Bachelor’s Degree, and 1+ year of related experience; strong interpersonal, organizational, and detail-oriented skills; location is Minneapolis, MN; full-time.
Required Qualifications
- Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Bachelor’s Degree required
- One plus years of industry related experience
- Exceptional follow-up and follow-through skills
- PowerPoint and Excel expertise
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