U.S. Private Bank – Private Banker – Managing Director
On-site · Dallas, Texas, United States
Dallas, Texas, United StatesOn-siteFull TimeSenior LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Banker in the U.S. Private Bank advising families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to advise clients on balance sheets and generate new client acquisition. Partner with internal specialists to provide interdisciplinary expertise, connect clients across lines of business, and ensure solutions align with short- to long-term goals within risk and control policies.
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
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Desired Qualifications
- MBA
- JD
- CFA
- CFP
- experience with equity and fixed income markets
- private banking experience
- licensing: Series 7, 66, and Insurance licenses
- strong presentation and organizational skills
- proactive problem-solver
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