Associate Investment Advisor
Core
Provide proactive investment advice and support to clients, assisting in developing investment strategies and selecting products to help achieve financial goals.
Role type
Associate Investment Advisor (Wealth Management)
Builds
Client investment portfolios and business growth plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment management, Portfolio management, Client relationship management, Financial planning, Market research, Business development
Preferred skills
Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA), Advanced problem solving
Technologies
Microsoft Office Suite
Responsibilities
Assist customers in developing investment strategies and selecting products; Support cross-sells of banking services; Expand relationships through prospecting and networking; Establish financial plans and build investment portfolios; Manage client relationships and lead meetings; Execute business development strategies and identify asset consolidation opportunities.
Seniority
Mid-level, hands-on IC