Senior Private Wealth Strategist

SIMON•Fort Worth, TX

1d•Onsite

About The Position

This position ensures that Private Wealth accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager. Maintains a high level of contact with major client relationships. Medium to high level of complexity for the majority of accounts administered. Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships. Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients. Ensures that the appropriate accountings are provided to necessary parties. If in a Team Lead role, responsible for all supervisory duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff. Assists in budget preparation. Participates in civic, community, banking, trust, and legal organizations. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. Performs other duties and responsibilities as assigned.

Requirements

Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
Ability to read, analyze and interpret financial reports and/or legal documents.
Ability to write simple-to-business correspondence, routine reports, and procedures.
Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
BS/BA Degree (4 year) from an accredited university/college or Six or more years of experience in wealth management.
MS Word, Excel, and Outlook.
Must have good oral and written communication skills.
Must have good problem solving skills with the ability to develop creative solutions.

Nice To Haves

Specialized Training Courses related to investments, financial planning, estate administration, or another trust-related field is helpful.
None

Responsibilities

Maintains a high level of contact with major client relationships.
Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships.
Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
Ensures that the appropriate accountings are provided to necessary parties.
If in a Team Lead role, responsible for all supervisory duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff.
Assists in budget preparation.
Participates in civic, community, banking, trust, and legal organizations.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.