U.S. Private Bank – Private Banker – Associate
On-site · Dallas, Texas, United States
Job Summary
Provide support to the Senior Banker in all facets of managing books of business and assist with new client acquisition and retention through knowledge of investments, banking, trust services and financial planning. Help enhance client experience and support delivery of wealth management solutions. Responsibilities include supporting daily client priorities, assisting in the sales process and ongoing client management (building pitch books, coordinating information, client communications, and executing on client needs), managing client hierarchy and pipeline, and assisting in the sale of investments, banking and trust services (asset allocation on structured/managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and wealth planning opportunities). Preferred qualifications include MBA/JD/CFA/CFP and strong communication, analytical, and multi-tasking abilities.
Required Qualifications
- Bachelor’s Degree required
- Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Sales/origination experience
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