Client coverage responsibilities for billionaire clients and prospects of the Private Bank, targeting Texas, Louisiana, Oklahoma, Arkansas, New Mexico, and Mississippi markets
Leverage global product and industry partners across the firm and in particular in the Investment Bank and Commercial Bank
Work closely with the Private Bankers to deepen the Private Bank and firmwide relationship with their clients and prospects
Originate new Private Banking and Investment Banking relationships based on your existing network
Supervision of Analysts & Associates on specific projects or tasks
Training, coaching and mentoring of junior colleagues
Role Qualifications
Bachelor’s Degree required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Ten plus years of experience in investment banking, private banking, and/or corporate finance
Strong personal and professional network in the South region of the U.S. (Texas, Oklahoma, Louisiana, Arkansas)
Outstanding commercial skills including experience with private clients/entrepreneurs and ability to originate business with the largest, most sophisticated clients
Strong team player, ability and desire to work in a cross Line of Business capacity
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Strong management skills enabling you to effectively manage junior bankers in high pressure environments
Outstanding written and oral communication skills
A self-starter with energy, drive and a high degree of self-motivation to ensure the continued growth of the business