Investment Counselor (Onshore market) - Vice President (VP)
Core
Strategic investment professional acting as a trusted advisor to high net worth clients, delivering market views and formulating investment proposals.
Role type
Senior IC Investment Counselor (Onshore market)
Builds
Customized investment solutions and proposals for high net worth clients
Domain
Wealth management / Financial services
Required skills
Investment product sales, High net worth client advisory, Portfolio advice, Market trend analysis, Suitability determination, Cross-marketing, Risk assessment, Compliance
Preferred skills
Master's degree, Deep knowledge of traditional and alternative investments
Technologies
N/A
Responsibilities
Manage investment relationships and deliver CIO's views to wealth clients, Function as primary client contact for direct sales advisory and portfolio advice, Partner with Client Advisors to grow share of wallet and win high net worth prospects, Create customized proposals and accompany advisors to client meetings, Leverage specialists to provide subject matter expertise, Account for product revenue and penetration goals, Assess risk and drive compliance with laws and regulations
