Investment Advisor - Private Banking Opportunity

Investment Advisor - Private Banking Opportunity

CFA Institute
Not Specified
Not Specified

Job Description


Job duties
  • Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
  • Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
  • Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client's portfolio performance consistent with client's objective and risk profile.
  • Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
  • Monitor client portfolios for performance, appropriateness and investment opportunities.
  • Solid knowledge and exposure to a wide range of investment products, preferable in multi-asset class underlying including equity, foreign exchange, fixed income, credits, commodity and mutual funds.

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