Key Private Bank Senior Portfolio Strategist
Core
Advises clients on investment strategies and constructs/customizes portfolios according to client needs and preferences.
Role type
Senior IC portfolio strategist (private banking)
Builds
Customized investment portfolios and strategies for high-net-worth clients
Domain
Private banking / Wealth management
Required skills
Portfolio construction, investment strategy, financial markets expertise, alternative investments, client relationship management, revenue growth, asset allocation, open architecture approach
Preferred skills
Professional designations, 15+ years investment management experience, business degree
Technologies
Open architecture investment platforms
Responsibilities
Construct and modify investment portfolios, engage with clients to ensure investment advice meets needs, collaborate with relationship management team, meet revenue growth goals, interface with other advisors for integrated planning, participate in professional associations, maintain compliance with internal policies
Seniority
Senior, hands-on IC