Treasures Private Client Investment Counsellor
Core
Provide investment strategy, hedging, and trading advisory to private wealth clients and family offices across equities, fixed income, derivatives, FX, and structured products.
Role type
Senior Private Client Investment Counsellor
Builds
Multi-asset investment portfolios and financial solutions for High Net Worth individuals and family offices
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy formulation, multi-asset class trading, portfolio performance optimization, financial market analysis, structured product knowledge, client relationship management
Preferred skills
CFA designation, experience in sales and marketing of financial products
Technologies
None stated
Responsibilities
Lead discussions with clients to deliver multi-asset ideas and maximize portfolio performance; Act as a point of contact for investment advisory, planning, and execution; Assist bankers and RMs in serving sophisticated clients; Build long-term relationships with HNW individuals to generate revenue growth
Seniority
Senior, experienced IC