U.S. Private Bank - Investment Specialist - Executive Director
On-site · Dallas, Texas, United States
Job Summary
Investment Specialist responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Conduct investment reviews with clients to validate objectives and prepare recommendations, develop investment policy statements, advise on asset allocation, close sales of complex investment products, coordinate with Capital Advisors, Trust Officers and Wealth Advisors, focus on qualified purchaser clients, build strong internal relationships, adhere to policies and procedures, and provide guidance to junior staff.
Required Qualifications
- Bachelor's degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Seven plus years’ experience in Private Banking or Financial Services industry
- MBA or CFA preferred
- Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
- Ideal candidate has prior experience providing complex investment solutions to individuals
- In depth experience and/or knowledge of hedge funds, private equity and alternative investments
- Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity
- Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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