Private Bank Investment VP — Wealth Solutions Lead

Aumni; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

TwinThread is looking for an Investment Specialist - Vice President to join the U.S. Private Bank team in Dallas, TX. The ideal candidate will have a Bachelor’s degree (MBA or CFA preferred) and over seven years of experience in Private Banking or Financial Services. Responsibilities include conducting investment reviews, developing policy statements, and managing client relationships. The role demands strong advisory and relationship management skills, along with necessary licenses. This position emphasizes diversity and inclusion in recruiting.

Qualifications

• Seven plus years’ experience in Private Banking or Financial Services industry.
• Demonstrated understanding of wealth management including credit, deposits, trust and financial planning.
• Series 7, 66 and Insurance licenses required for position.

Responsibilities

• Conduct investment reviews with clients to validate objectives and prepare recommendations.
• Develop investment policy statements and advise on asset allocation.
• Support coordination of sales effort with Capital Advisors and Wealth Advisors.

Skills

Investment advisory

Relationship management

Financial analysis

Sales negotiation

Education

Bachelor’s degree

MBA or CFA

Job description

TwinThread is looking for an Investment Specialist - Vice President to join the U.S. Private Bank team in Dallas, TX. The ideal candidate will have a Bachelor’s degree (MBA or CFA preferred) and over seven years of experience in Private Banking or Financial Services. Responsibilities include conducting investment reviews, developing policy statements, and managing client relationships. The role demands strong advisory and relationship management skills, along with necessary licenses. This position emphasizes diversity and inclusion in recruiting.