AVP, Portfolio Counselor (City Square), PFS
Core
Manage and drive wealth revenue for investment products by assisting on client events, providing unbiased product briefings, and developing investment strategies to meet customer financial goals.
Role type
Senior IC portfolio counselor (wealth management)
Builds
Investment product portfolios for retail and corporate clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment product advisory, financial market understanding, client profiling, investment strategy development, regulatory compliance
Preferred skills
Asset management experience, treasury product knowledge
Responsibilities
Manage and drive wealth revenue for investment products, Provide expertise and advisory to sales representatives and customers, Cross promote to grow key product portfolios, Coach sales representatives on key features of investment products, Understand customer financial profiles to develop investment strategies, Adhere to bank policies and regulatory requirements