Dexian
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This range is provided by Dexian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Direct message the job poster from Dexian
Base pay range $130,000.00/yr - $140,000.00/yr
Duration:
Permanent / Full-time
Location:
Fort Worth, Texas
Work Mode:
Onsite
Job Description
Develop, manage, retain, and grow relationships with affluent to high net worth clients (typically 1.5–5 million in investable assets).
Generate a minimum of 4.5 million in new business each quarter and establish at least 10 new affluent client relationships per year.
Proactively make sales calls to clients and prospects, including thorough pre‑call and post‑call planning and strategy review.
Monitor and manage clients’ existing credit relationships by regularly reviewing the current loan portfolio.
Identify and recommend products and services that best match clients’ financial needs and objectives.
Build and maintain strong working relationships with the credit underwriting team.
Participate in community and professional activities to enhance the bank’s visibility and expand a personal network of business contacts.
Develop, maintain, and strengthen relationships with key centers of influence who can provide access to potential new clients.
Provide leadership within the private banking team while actively contributing as a collaborative team member.
Take on special project assignments in support of the broader private banking group as needed.
Preferred skills
Series 7, 63, and Group 1 Insurance license.
Property and Casualty Insurance license.
Completion of a formal credit training program.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority‑owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game‑changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Seniority Level Mid‑Senior level
Employment Type Full-time
Job Function Business Development, Consulting, and Finance
Industries: Banking, Investment Banking, and Financial Services
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This range is provided by Dexian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Direct message the job poster from Dexian
Base pay range $130,000.00/yr - $140,000.00/yr
Duration:
Permanent / Full-time
Location:
Fort Worth, Texas
Work Mode:
Onsite
Job Description
Develop, manage, retain, and grow relationships with affluent to high net worth clients (typically 1.5–5 million in investable assets).
Generate a minimum of 4.5 million in new business each quarter and establish at least 10 new affluent client relationships per year.
Proactively make sales calls to clients and prospects, including thorough pre‑call and post‑call planning and strategy review.
Monitor and manage clients’ existing credit relationships by regularly reviewing the current loan portfolio.
Identify and recommend products and services that best match clients’ financial needs and objectives.
Build and maintain strong working relationships with the credit underwriting team.
Participate in community and professional activities to enhance the bank’s visibility and expand a personal network of business contacts.
Develop, maintain, and strengthen relationships with key centers of influence who can provide access to potential new clients.
Provide leadership within the private banking team while actively contributing as a collaborative team member.
Take on special project assignments in support of the broader private banking group as needed.
Preferred skills
Series 7, 63, and Group 1 Insurance license.
Property and Casualty Insurance license.
Completion of a formal credit training program.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority‑owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game‑changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Seniority Level Mid‑Senior level
Employment Type Full-time
Job Function Business Development, Consulting, and Finance
Industries: Banking, Investment Banking, and Financial Services
#J-18808-Ljbffr