As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• 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

• Bachelor’s 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

Preferred Qualifications, Capabilities, Skills

• Extensive experience providing complex investment solutions to individuals

• In depth experience and/or knowledge of hedge funds, private equity and alternative investments

• Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity

• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals