Investment Associate
Core
Client-focused role managing and growing client relationships through delivery of service, advice, and sales to achieve financial goals.
Role type
Investment Associate (Wealth Sales & Service)
Builds
Client portfolios, financial plans, and investment strategies
Domain
Wealth Management / Financial Services
Required skills
Investment strategy, portfolio construction, sales, business development, client relationship management, financial planning, regulatory compliance, data analysis
Preferred skills
Licensing and certification in relevant jurisdiction, specialized knowledge in wealth management
Technologies
Databases, data visualization tools
Responsibilities
Build and nurture relationships with clients and business partners; execute sales and marketing activities including prospecting and seminars; prepare and execute client portfolio reviews and financial plans; provide advice on investment concepts, tax efficiency, and legal implications; manage databases and support analysis; coordinate fees and assess household fees; support branch business objectives and strategy; ensure compliance with regulatory requirements and risk policies.
Seniority
Mid-level, independent contributor