• Conduct investment reviews with clients to validate the clients current investment objectives and prepare recommendations of appropriate investment products 

• Develop investment policy statements and advise on asset allocation

• Closes sales of complex investment products

• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication

• Build excellent working relationships with internal clients

• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct

• Provide guidance to junior staff

Required Qualifications, Capabilities, Skills

• Bachelors degree required; MBA or CFA preferred 

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date 

• Ten plus years experience in Private Banking or Financial Services industry 

• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning