Investment Counselor Principal (Director)
Core
Strategic professional providing investment advice and solutions to ultra-high net worth clients, building relationships and managing a successful practice.
Role type
Senior IC Investment Counselor (Director level)
Builds
Customized investment solutions and wealth planning services for UHNW clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, wealth planning, alternative investments, risk assessment, compliance, client relationship management, cross-marketing, quantitative/qualitative analysis
Preferred skills
CFA, MBA, advanced judgment, entrepreneurial mindset
Technologies
N/A
Responsibilities
Establish and manage investment relationships with ultra-high net worth clients; introduce new clients to the bank; provide actionable investment ideas and advice; execute trades and advise on brokerage activity; assess risk and ensure regulatory compliance; leverage internal partners for cross-marketing opportunities.
Seniority
Director, strategic leadership with hands-on client management