BBVA Compass

Private Banker IV

Job ID
2017-107817
TX-HOUSTON-HOUSTON TOWER
Category
WEALTH MANAGEMENT
US-TX-Houston
FLSA Status
EXEMPT
Type
FULL TIME
EOE Statement
Equal Opportunity Employer - Minority/Female/Disability/Veterans.

Overview

At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below.

Responsibilities

 

The Opportunity

Do you have an entrepreneurial spirit and enjoy building strong relationships with people?   Do you enjoy working with people to manage their resources and identify ways to protect and grow their wealth?  BBVA Compass is looking for a dynamic team member to work on our Wealth Management team as a Private Banker.  

 

The Role

The private banker will manage a portfolio of relationships; produce revenue; and adhere to compliance within the Private Banking Group’s policies.  They will strive to provide quality service to customers and assigned relationships in accordance with client service standards and bank policies. 

Essential Functions:

  • Maintains and grows a portfolio of clients which generate revenues and a profit. 
  • Build and maintain book of business by:
  • Helping clients define financial goals and objectives
  • Analyzing client’s current financial resources and financial position
  • Identifying appropriate products and services to help clients attain objectives
  • Ensuring clients are introduced and partner with appropriate bank specialists inside and outside the Private Client Services Group
  • Obtains client referrals and additional assets
  • Meets all performance, contact, referral and strictly complies with service and call standards (including criteria for loans, deposits and non-fee income and fee revenue production)
  • Supports the Private Client Services Credit Center and effectively partners with Branch Managers, Financial Advisors, support staff, and product partners.
  • Ensures compliance with all document provisions, tax and fiduciary laws, policies and procedures, working with PMs to determine or confirm investment objectives, asset allocation and establish investment policy. 

What Do We Look For?

  • Extensive knowledge of wealth management business; comprehensive knowledge of benefits and features of all Bank products and services.
  • Four year undergraduate degree or equivalent experience with 8-10 years experience in the financial sales and/or service industry.  Typical client revenue of more than 5 million dollars.
  • Demonstrated awareness of changing financial markets and overall economic environment; financial interviewing skills; analytical skills; sales/presentations skills; negotiation skills.
  • Self-starter; excellent communication and interpersonal skills -excellent team player.
  • Series 6, 7 and 63 or ability to renew or reinstate lapsed licenses within 6 months of employment (as a condition of continued employment).  Strongest consideration to candidates with current required licenses.
  • Must have thorough working knowledge of the interpersonal and practical application of trust, investments and taxes.

Preferred: CFP, CFA or other recognized financial certification.

Qualifications

  • Meet credit history and criminal background requirements associated with Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprint criminal history and review of credit report.
  • Must meet credit history and criminal background requirements associated with Financial Industry Regulatory Authority registration process, to include FBI fingerprint criminal history, review of credit report, civil litigation, liens, and other public records.
  • Comprehensive knowledge of wealth management business; comprehensive knowledge of benefits and features of all Bank products and services.
  • Four year undergraduate degree or equivalent experience with 6-8 years experience in the financial sales and/or service industry.  
  • Ability to generate minimum production revenue for loans; deposits and non-interest income within company assigned guidelines. 
  • Demonstrated awareness of changing financial markets and overall economic environment; financial interviewing skills; analytical skills; sales/presentations skills; negotiation skills.
  • Self-starter; excellent communication and interpersonal skills -excellent team player.
  • Series 6, 7 and 63 (and 65 preferred) or ability to renew or reinstate expired licenses within 6 months of employment (as a condition of continued employment). 
  • Must have thorough working knowledge of the interpersonal and practical application of trust, investments and taxes.
  • Computer proficiency required.
  • Preferred: CFP, CFA or other recognized financial certification.

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