Senior Private Wealth Investment Strategist
UMB Bank
UMB Bank’s Private Wealth Management division seeks a Senior Investment Strategist to work directly with high-net-worth clients to craft custom investment solutions within our disciplined investment process and asset-allocation framework. You will oversee discretionary investment advisory accounts for individuals and families with at least $3 million in investable assets, collaborating with portfolio managers and specialists to deliver tailored strategies and oversight. #J-18808-Ljbffr UMB Bank
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Investment Strategist in Dallas, TX vacancy
$141.35k - $207.9k
Overview Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. The Senior Investment Strategist works directly with the most sophisticated and complex high‑net‑worth clients...SeniorPrivateLocal areaFlexible hours- ...Third Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy... ...Advisors (WMAs) and the broader Private Bank team to lead discovery, develop... ...estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning...SeniorPrivateBank staffShift work
Fifth Third Bank, N.A.
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Leah Yosef International
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