Director, Investment Advisory
Core
Lead the Investments Advisory Support function to drive strategic direction, partner with frontline teams on high-net-worth client engagements, and serve as a spokesperson for the bank's investment business.
Role type
Director, Investment Advisory (Strategy & Client Engagement)
Builds
Client acquisition, retention, and portfolio growth strategies for affluent and HNW/UHNW clients
Domain
Wealth Management / Investment Advisory
Required skills
Strategic planning, client engagement, portfolio review, regulatory compliance, team leadership, risk assessment, quantitative analysis, written and presentation skills
Preferred skills
Master's degree, experience in capital markets or managed investments
Technologies
N/A
Responsibilities
Set strategic direction for the Investments Advisory Support function; Partner with Product and Specialist teams to translate market developments into actionable opportunities; Provide advisory expertise for high-net-worth client engagements and portfolio reviews; Serve as a spokesperson engaging with media, clients, and industry forums; Lead the development of client-centric advisory materials and communication frameworks; Lead, develop, and mentor the Investments Advisory Support team; Ensure governance, supervisory oversight, and adherence to regulatory requirements; Assess risk and drive compliance with applicable laws and regulations.
Seniority
Director, Senior Leadership