U.S. Private Bank - Investment Specialist - Vice President or Executive Director
On-site · San Diego, California, United States
Job Summary
Investment Specialist in the U.S. Private Bank responsible for helping the Banker win new clients and deepen existing client relationships through advisement on investment solutions. Conduct investment reviews to validate objectives and prepare recommendations, develop investment policy statements, advise on asset allocation, close sales of complex investment products, and coordinate sales efforts with Capital Advisors, Trust Officers, and Wealth Advisors. Focus on qualified purchaser clients and act as a primary resource for investment communication; build strong internal relationships; adhere to securities policies and code of conduct; provide guidance to junior staff.
Required Qualifications
- Bachelor’s degree required
- Series 7 and Series 66 licenses required (Insurance licenses also required)
- Seven plus years of experience in Private Banking or Financial Services
- Demonstrated understanding of wealth management including credit, deposits, trust, and financial planning
Desired Qualifications
- MBA preferred
- CFA preferred
- Series 7 and 66 licenses required
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