Attorney in Dallas, TX

In-House

Dallas, TX

Attorney in Dallas, TX

Non-practicing Attorney

Min 6 yrs required

No

Job Title: . Private Bank - Private Banker - Vice President

Job Responsibilities:

- 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.
- Generate business results and acquire new assets, both from the 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.
- Connect your clients across all lines of business of the company.
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium, and long term through a holistic goals-based planning approach.
- Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.

Education and Experience Information:

- Six plus years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree required.
- Series 7, 66, and Insurance licenses are required for the position; unlicensed candidates are considered but required to obtain licenses within 90 days of the start date.
- Proven sales success and strong business acumen.
- Strong community presence with an established network.
- Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
- Focuses on the client experience and works tirelessly on the client’s behalf.

Preferred Qualifications, Capabilities, and Skills:

- MBA, JD, CFA, or CFP preferred.
- Proactive, takes initiative, and uses critical thinking to solve problems.
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.

Salary Information:

The text does not provide specific salary information for this position.