What are the responsibilities and job description for the Wealth Management Advisor - Houston, TX position at Texas Regional Bank?
Position Summary
The TRB Wealth Management Advisor will be a pro-active self-starter that enjoys the challenge of working with clients and prospective clients to design effective long-term investment portfolios. The Advisor must be able to communicate effectively with clients regarding financial planning and long-term investment strategies, support existing clients over the life cycle of an investment relationship, and work closely with area banking executives and centers-of-influence to develop new business. This team member will join a fast-growing, entrepreneurial organization and there will be opportunities for development in a number of different capacities, including manager due diligence and portfolio construction along with the traditional wealth management advisor role. The WM Advisor will be the first point of contact for wealth management clients in the Houston region, supported by the broader wealth management team.
Principal Duties and Responsibilities
- Partner with bankers, Trust Officers and broader Client Service Team to initiate, build and strengthen client relationships.
- Design and manage discretionary portfolios for clients within the context of the appropriate investment objective and portfolio allocations.
- Monitor investment performance and asset allocation and review portfolios with clients regularly.
- Serve as an analytical resource to the wealth management team, to include equity and fixed income research and manager selection.
- Handle sensitive, confidential, proprietary information with discretion.
- Build relationships with bank branch employees to educate and communicate investment information in support of banking clients with investment needs.
Other Responsibilities
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Comply with federal and state regulations as well as all established Bank policies and procedures.
- Other duties as assigned.
Qualifications, Education and Experience Requirements
- Bachelor’s degree in business, finance, economics or related field. Asset/wealth management experience preferred.
- 2 to 10 years’ experience in a client-facing or analytical role in the financial field.
- Strong interest and knowledge of investment and financial markets.
- Knowledge of wealth management including investments, trusts and financial planning.
- Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
- Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
- Ability to work and remain composed in stressful circumstances.
- Ability to Provide strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
- Ability to work in a team-based environment.
- Microsoft Suite of applications proficiency.
- Progress toward CFA or CFP preferred.
- Will be required have or obtain a Series 65 license or higher.
- Must be able to be physically present in the Bank to perform job duties.
- Texas Regional Bank is an Equal Opportunity Employer.
