Senior Investment Advisor
Core
Client-facing investment expert for Private Bank clients, focused on growing AUM through business development and portfolio management.
Role type
Senior Investment Advisor (Private Banking)
Builds
Investment portfolios and client financial plans
Domain
Banking / Wealth Management
Required skills
Investment management, Business development, Client acquisition, Portfolio construction, Investment Policy Statement (IPS) development, Risk management, Sales, Relationship management, Market analysis, Financial planning
Preferred skills
CFA, CFP, MBA, Advanced degree
Technologies
Investment Management Group (IMG) toolbox, IPS frameworks
Responsibilities
Proactively communicate and collaborate with Wealth Management Advisors to acquire new investment business opportunities; Engage in ongoing client communications for investment-related needs; Set client goals and develop Investment Policy Statements (IPS); Ensure portfolio construction reflects established IPS; Achieve annual sales goals by supporting acquisition of new households and retaining existing assets; Actively network internally and externally to support business growth; Maintain awareness of investment strategies, products, and market trends; Ensure adherence to investment policies and procedures.
Seniority
Senior, hands-on IC