Private Bank Investment VP — Wealth Solutions Lead
TwinThread
TwinThread is looking for an Investment Specialist - Vice President to join the U.S. Private Bank team in Dallas, TX. The ideal candidate will have a Bachelor’s degree (MBA or CFA preferred) and over seven years of experience in Private Banking or Financial Services. Responsibilities include conducting investment reviews, developing policy statements, and managing client relationships. The role demands strong advisory and relationship management skills, along with necessary licenses. This position emphasizes diversity and inclusion in recruiting. #J-18808-Ljbffr TwinThread
Vacancy posted 10 hours ago
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