VP/ AVP, Treasures Investment Counsellor (Licensed), Private Banking
Core
Drive investment revenue growth by promoting equities, fixed income, and managed solutions to clients and internal stakeholders.
Role type
Senior IC product sales specialist (private banking)
Builds
Investment product sales and client portfolio optimization
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge (equities, fixed income, structured products), market analysis, regulatory compliance, financial data interpretation, presentation skills
Preferred skills
None stated
Technologies
Microsoft Excel, PowerPoint
Responsibilities
Generate revenue from investment products; Serve as product expert for internal stakeholders; Identify and promote investment products with market insights; Present investment products during meetings; Collaborate with Product Managers on new launches; Monitor financial markets and trends
Seniority
Senior, hands-on IC
