This full-time position is a key leadership role responsible for overseeing the bank's investment strategy and portfolio management within the Wealth Management division. The CIO will manage client portfolios, ensure adherence to fiduciary duties, and provide strategic guidance to senior management. The role involves developing tailored investment strategies, managing client relationships, conducting investment research, and ensuring compliance with regulatory and risk management standards. The CIO will work closely with clients to meet their financial goals while leading a team to deliver optimal investment results.
Skills and Characteristics for Applicants:The ideal candidate will possess strong communication and interpersonal skills, with the ability to build and maintain trusted relationships with clients. A deep understanding of fiduciary responsibility, portfolio management, and financial markets is essential. Applicants should have excellent research and analytical abilities, with a high level of attention to detail and accuracy. Strong organizational and time-management skills are critical, as is the ability to manage multiple high-profile clients and portfolios in a fast-paced environment. Proficiency in investment management software and Microsoft Office is required. A strong sense of professionalism and integrity, along with a proven ability to collaborate within a team and adapt to changing priorities, is essential.
Educational Requirements:Applicants must have a bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or CFA (Chartered Financial Analyst) designation is highly preferred. A minimum of five years of experience in investment management, portfolio management, or wealth management is required. Experience working with high-net-worth individuals, institutional investors, or family offices is highly desirable.
Texas Gulf Bank is an Equal Opportunity Employer and gives full consideration to all qualified applicants and does not discriminate on the basis of any protected class or trait including race, religion, color, sex, sexual orientation, gender identity, national origin, disability or veteran status.
#J-18808-Ljbffr