U.S. Private Bank - Investment Specialist - Vice President/Executive Director
On-site · New York City, New York, United States
Job Summary
Investment Specialist in U.S. Private Bank responsible for helping bankers win new clients and deepen existing relationships through advisement on investment solutions. Conduct investment reviews to validate objectives and prepare recommendations; develop investment policy statements and advise on asset allocation. Close sales of complex investment products; coordinate with Capital Advisors, Trust Officers and Wealth Advisors. Focus on qualified purchaser clients and act as primary resource for investment communication. Build strong relationships with internal clients; adhere to policies and procedures regarding securities transactions and code of conduct. Provide guidance to junior staff.
Required Qualifications
- Bachelor’s degree required
- MBA or CFA preferred
- Series 7, 66 and Insurance licenses required; unlicensed candidates considered but must obtain licenses within 90 days of start date
- Ten plus years’ experience in Private Banking or Financial Services industry
- Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
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