Jobs


Fiduciary Investment Manager

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Location
Houston, TX
Job Type
Direct Hire
Degree
Bachelor
Date
Oct 15, 2018
Job ID
2633218
Our client, one of the top fifty bank holding companies seeks to hire an investment portfolio manager with fiduciary experience. They are a well-known commercial bank in the Houston Market.  This is an opportunity to grow with the bank as they grow their wealth management presence.
 
Duties:   
As Fiduciary Investment Manager, your duties will include: 
  • Work primarily with trust accounts in the $2-3 MM and greater - fiduciary & agency accounts
  • Customize model portfolios to meet clients’ investment objectives
  • Analyze portfolios, build portfolios, and determine asset allocation
  • Acts as subject matter expert on investments
Qualifications: 
  • In-depth Knowledge of trust investments
  • Reg-9 experience
  • Experience working directly with high net worth individuals, minimum of $2 million in investable assets
  • Experience presenting investments to high net worth individuals
  • Bachelor’s degree required; CFA a plus
Compensation:  DOE

Keywords:  Fiduciary, Trust, Wealth Management