Private Banking Investment VP: Wealth Growth & Strategy

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

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking an experienced Investment Specialist for their U.S. Private Bank team in Dallas, Texas. You will help in winning new clients and enhancing existing relationships through investment advisement.

The ideal candidate has at least 7 years of experience in Private Banking or Financial Services, a Bachelor’s degree, and required licenses. Benefits include health care coverage, retirement plans, and competitive compensation.

Qualifications

• Bachelor's degree required; MBA or CFA preferred.
• Series 7, 66 and Insurance licenses required.
• Seven plus years' experience in Private Banking or Financial Services.
• Understanding of wealth management including credit and financial planning.

Responsibilities

• Conduct investment reviews to validate objectives.
• Develop investment policy statements and advise on asset allocation.
• Build relationships with internal clients.
• Provide guidance to junior staff.

Skills

Investment analysis

Relationship management

Sales negotiation

Financial planning

Education

Bachelor's degree

MBA or CFA preferred

Job description

Fairygodboss is seeking an experienced Investment Specialist for their U.S. Private Bank team in Dallas, Texas. You will help in winning new clients and enhancing existing relationships through investment advisement.

The ideal candidate has at least 7 years of experience in Private Banking or Financial Services, a Bachelor’s degree, and required licenses. Benefits include health care coverage, retirement plans, and competitive compensation.