U.S. Private Bank - Investment Specialist - Vice President
On-site · Dallas, Texas, United States
Job Summary
Investment Specialist responsible for helping the Banker win new clients and deepen relationships through advisement on investment solutions; conduct investment reviews, develop investment policy statements, advise on asset allocation, close sales of complex investment products, and coordinate with Capital Advisors, Trust Officers and Wealth Advisors. Focus on qualified purchaser clients; guide junior staff. Requires Bachelor’s degree; MBA or CFA preferred; Series 7, 66 and Insurance licenses required (unlicensed candidates considered but must obtain licenses within 90 days); 7+ years in Private Banking or Financial Services; wealth-management knowledge including credit, deposits, trust and financial planning; knowledge of hedge funds, private equity and alternative investments; strong sales skills.
Required Qualifications
- Bachelor’s degree required
- MBA or CFA preferred
- Series 7, 66 and Insurance licenses required (unlicensed candidates considered but must obtain within 90 days)
- Seven plus years’ experience in Private Banking or Financial Services
- Demonstrated understanding of wealth management including 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
- Sales experience including profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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