International Private Bank- Investor Associate- Latam North
Core
Support Investors in all facets of their daily business routine to help Bankers win new clients and strengthen existing relationships.
Role type
Investment Specialist (Investor Associate)
Builds
Investment policy statements and asset allocation advice
Domain
Private Banking / Capital Markets
Deliverable
client delivery
Required skills
Investment product knowledge, Investment policy statement development, Asset allocation strategy, Securities transaction compliance, Multi-tasking, Analytical reasoning, Quantitative analysis, Problem-solving
Preferred skills
Business sense, Adaptability, Proprietary software proficiency
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint), Internet/Intranet, Proprietary software and databases
Responsibilities
Support investment reviews with clients to validate investment objectives, Prepare recommendations of appropriate investment products, Assist with the development of investment policy statements and advice on asset allocation, Build excellent working relationships with internal clients, Support coordination of sales effort with Investors, Adhere to internal and external policies and procedures regarding securities transactions and code of conduct