Bachelor's degree in business, finance, economics, or related field
10+ years in a client-facing role in asset/wealth management
Genuine passion for investments and client outcomes
Strong knowledge of wealth management and financial planning
Highly focused with excellent prioritization and communication skills
CFA, CFP or progress toward designation preferred
Self-starter with the ability to work independently and lead effectively
Responsibilities
Partner with bankers and the client service team to build client relationships
Design and manage client portfolios based on investment objectives
Monitor investment performance and conduct regular portfolio reviews with clients
Serve as an analytical resource for the wealth management team
Handle sensitive and confidential information with discretion
Educate bank employees on investment options for clientele
Benefits
Collaborative team environment with support for career development
Opportunity to work in a dynamic and entrepreneurial setting
Engagement with a diverse client base in the Texas Hill Country
Access to resources of a broader trust and wealth management team
Commitment to promoting the Bank's vision and core values
Full Job Description
Position Summary
The TRB Trust & Wealth Management Senior Advisor based in Dripping Springs or the surrounding Hill Country region, will be a proactive self-starter that enjoys the challenge of working with clients and prospective clients to design, implement and monitor effective long-term investment portfolios. The Senior Advisor must be able to communicate effectively with team members and 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. An effective Senior Advisor will be the first point of contact for wealth management clients across the Dripping Springs and Texas hill country region, supported by the broader trust and 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 appropriate investment objectives 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, fixed income and alternative 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 required, preferably in business, finance, economics or related field
10+ years' experience in a client-facing role in asset/wealth management
Genuine passion for investments, financial markets, and client outcomes
Knowledge of wealth management including portfolio construction, 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
CFA, CFP or progress toward designation preferred
Must have a clean Form U4 without regulatory disclosures, client complaints, arbitrations or disclosable settlements
Self-starter that can plan, execute and follow through with minimal supervision
The ability to discuss complex solutions in simple terms
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
A team player that can work effectively with diverse teams across regions.
Comfort with an entrepreneurial and dynamic business environment
Microsoft Suite of applications proficiency
Must be able to be physically present in the Bank to perform job duties
Series 65 license required, or must be obtained within 60 days of hire
