Texas Regional Bank interview preparation.

The Director of Investments should have an entrepreneurial ‘can-do’ mentality, must be able to communicate effectively with internal partners and teams for securities research and approval processes, and should also be able to work closely with HNW and UHNW clients on financial planning and portfolio construction.

Must have excellent analysis, observation and decision-making skills.

Bachelor’s degree in business, finance, economics, or related field required

Must have working knowledge of financial and trust accounting principles that would allow the Senior Trust Officer to work collaboratively with TRB Wealth Management advisors and associates and other internal professionals to ensure thoughtful portfolio and asset management.

Must have excellent analysis, observation and decision-making skills.

Four-Year College Degree with emphasis in Business, Accounting, or Finance

A minimum of 8 years of experience with either a financial institution or in private practice for a law firm focused on estate planning, trust and estate administration, or fiduciary litigation with increasing levels of responsibility

Must be able to be physically present in the Bank to perform job duties.