Wealth Manager - Private Banker

This century old bank is still an institution anchored in values, reinforced with resilience and focused on opportunity. Today they continue to carry on that remarkable legacy as one of America’s strongest, safest banks serving the Houston region.

The duties will include coordinating the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, and estate planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new business. The base could start at $200K depending on level of experience and designations. With quarterly bonuses/incentives one could earn an additional $200K.

The desired candidate will possess:

• Bachelor’s degree preferably in Business or related field required; Master’s degree preferred.
• Series 7, Series 66 or Series 65 and Series 63, and Life and Health licenses for the state(s) where business is conducted are strongly preferred and will allow for maximum incentive potential.
• 10 years of experience in Private Banking, Wealth Management and/or Wholesale Banking required.
• CFP, CWS or similar wealth management industry designation or the ability to obtain within 24 months of hire is preferred