Regional Investment Officer
Our client is a privately held bank that has been in business for over 50 years. They have $20 Billion in assets as a bank that includes $3.5 Billion in assets in trust, and $7.5 Billion in investments. They are known for being very client-centric.
They are looking for a regional investment officer to join them. This needs to be someone who can identify the needs and different opportunities for emerging wealth and HNW clients' wealth management business lines (Investment Management, Trust, and Tax planning). Then work with a specialist in that area and be the quarterback for the entire process. This person will have locally established COI network and be strong with external business development. The ideal individual will have a proven track record of success onboarding clients that is involved in the community with an established COI network, and has experience with investments and trust accounts.
Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.
Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.
Any inquiries relating to this ad will be kept confidential.
To learn more about our organization please visit us at www.westportone.com.
To apply for this position, submit your resume by choosing one or more of the following:
1.) ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
2.) Email your resume in WORD format to firstname.lastname@example.org. Please refer to job reference code NB/RegInvestment in the subject line.
3.) Fax resume with cover letter to: 314-991-9586. Attention: Kim Carlson. Please refer to job reference code NB/RegInvestment
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