Senior Wealth Advisor & Team Leader for HNW Clients

Jefferson Bank; San Antonio (TX); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

Jefferson Bank is seeking a Senior Investment Advisor to develop new client relationships and independently provide investment advice within 1900 Wealth Management. The role collaborates with Portfolio Management, Operations, Trust and Private Bank to deliver tailored financial solutions.

You will collaborate with teams, lead large client engagements (foundations included), supervise junior advisors, and drive business development across the geography.

Qualifications

• 15 years experience as an Investment Advisor with demonstrated results in business development and investment management, with private equity and alternative investments preferred.
• Demonstrated sophisticated and in-depth knowledge of wealth management and financial planning with high-net-worth clients.

Responsabilités

• Sell, market and develop new relationships per the investment management philosophy.
• Identify, cultivate and track new opportunities.
• Maintain existing client relationships with ongoing investment advice and financial planning.
• Lead primary advisory role for large clients including foundations.
• Support other advisors as needed and collaborate across teams.
• Support alternative investment initiatives and operations-related reporting.
• Lead and mentor junior advisors and supervise direct reports.
• Participate in marketing outreach, PR and events.
• Operate under the Investment Advisors Act of 1940.

Connaissances

Networking

Business development

Sales acumen

Client service

Communication

Analytical

Problem-solving

Multi-tasking

Team collaboration

Formation

Bachelor's Degree

CFA or CFP preferred

Series 65

Outils

Microsoft Office

CRM systems

Portfolio accounting and reporting

Description du poste

Jefferson Bank is seeking a Senior Investment Advisor to develop new client relationships and independently provide investment advice within 1900 Wealth Management. The role collaborates with Portfolio Management, Operations, Trust and Private Bank to deliver tailored financial solutions.

You will collaborate with teams, lead large client engagements (foundations included), supervise junior advisors, and drive business development across the geography.