Primary Function

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