Investment Director & Wealth Advisor (Houston)

Texas Regional Bank; Houston (TX); Vor Ort; USD 130.000 - 210.000; Vollzeit

Zusammenfassung

Texas Regional Bank is seeking a Director of Investments, Wealth Advisor in Houston, TX to lead securities research, portfolio construction and client planning for HNW/UHNW clients. You will develop asset allocations, supervise portfolios and present results to clients and internal partners.

The role requires strong knowledge of financial markets, excellent communication and fiduciary discipline, with opportunities to mentor junior staff and grow the wealth platform.

Qualifikationen

• Bachelor’s degree in business, finance, economics, or related field.
• CFA/ CFP or progress toward either preferred.

Aufgaben

• Support research and due diligence for securities and managers.
• Develop investment lists, models, and asset allocation strategies.
• Serve as wealth advisor to HNW/UHNW clients with goals-based planning.
• Prepare Investment Policy Statements and ensure fiduciary compliance.
• Conduct regular client reviews and deliver performance reports.
• Collaborate with trust officers and bankers for integrated wealth solutions.
• Mentor junior staff and contribute to growth of the Trust & Wealth Platform.

Kenntnisse

Analytical skills

Communication skills

Knowledge of financial markets

Client service mindset

Confidentiality

Ausbildung

Bachelor’s degree in business, finance, economics, or related field

CFA/ CFP or progress toward either

Tools

Microsoft Office

Jobbeschreibung

Texas Regional Bank is seeking a Director of Investments, Wealth Advisor in Houston, TX to lead securities research, portfolio construction and client planning for HNW/UHNW clients. You will develop asset allocations, supervise portfolios and present results to clients and internal partners.

The role requires strong knowledge of financial markets, excellent communication and fiduciary discipline, with opportunities to mentor junior staff and grow the wealth platform.