AVP, Strategic Advisory Solutions, Private Banking, Consumer Banking Group
Core
Strategic advisory professional supporting Relationship Managers (RMs) in Private Banking by translating market trends and investment developments into actionable client solutions.
Role type
Senior IC strategic advisory solutions specialist (Private Banking)
Builds
Investment presentations, market updates, communications, and thought leadership content for RMs and clients
Domain
Private Banking / Wealth Management / Financial Markets
Deliverable
product features
Required skills
Investment knowledge, market trend analysis, stakeholder engagement, commercial solution development, independent research, presentation creation, AI and digital tool fluency
Preferred skills
CFA or equivalent qualification
Technologies
AI tools, digital reporting platforms
Responsibilities
Build relationships with RMs to understand client portfolios; identify client opportunities and relevant investment ideas; monitor market trends and assess investment relevance; develop investment presentations and thought leadership content; collaborate with investment, product, and research teams to deliver practical solutions.
Seniority
Senior, hands-on IC