Manager, Private Banking - Investment Advisory
Core
Primary client contact and trusted investment advisor for high-net-worth clients, delivering tailored investment solutions and portfolio advice.
Role type
Manager, Private Banking - Investment Advisory
Builds
Tailored investment solutions and portfolio advice for high-net-worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, risk management, client relationship management, regulatory compliance, product knowledge
Preferred skills
Chartered Financial Analyst (CFA), ECF on Private Wealth Management (PWM)
Responsibilities
Assess suitability and identify product-specific opportunities, execute after-sales activities, oversee risk management practices, participate in client events
Seniority
Manager, hands-on IC