U.S. Private Bank - Investment Specialist - Executive Director/Vice President
Listing sourced from adzuna on 7/23/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex investment products Support coordinat…
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The US national median for Sales Manager is $135,160; in New York the median is $182,466 (+35% vs national).
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