Job Details

Asset Management - Wealth Management - Private Bank - Client Advisor - Vice President Or Executive Director

Company name

Organization Type


Job Type

Non-practicing Attorney

Years of Experience

Min 6 yrs required


Houston, TX

Date Last Verified

Oct 17,2017

Posted on

Jun 27,2017
Practice Area
Trusts and Estates >> Trusts and Estates
Apply for this job
Your Email:
Upload Resume:

61 hits


Asset Management - Wealth Management - Private Bank - Client Advisor - Vice President or Executive Director The candidate will be responsible for advising families on building, preserving and managing their wealth. Will use knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach. Bachelor's degree is required. MBA, J.D. degree, CFA, or CFP preferred. Series 7 and 63 licenses are required. Must have 6+ years of work experience. Private banking or financial services industry preferred.

Additional info

Req #: 170065714

Company info

Apply Now

Similar Jobs:

Tax Services Manager - International Tax The candidate will help clients identify and address complex domestic and international tax issues. Supervise multiple international tax engagements and contribute to the delivery of quali...
Land Manager, Right of Way Duties: Communicates directly with the Client Representative and the Project Manager to report Land progress outlining problems with possible resolution to pertinent issues impeding project completion. ...
National Tax Department - Tax Accounting and Risk Advisory Services - Manager The candidate will provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, acquisitions, disp...