SVP, Investment Solutions Advisory, Capital Markets Sales, Private Banking, Consumer Banking Group
Core
Senior specialist driving strategic development, commercialization, and distribution of Capital Markets solutions for Private Banking and Treasures Private Client customers across Fixed Income, Equities, and Structured Products.
Role type
SVP, Investment Solutions Advisory, Capital Markets Sales
Builds
Capital Markets franchise and bespoke client solutions for UHNW clients
Domain
Private Banking / Capital Markets
Deliverable
client delivery
Required skills
Fixed Income expertise, Equities expertise, Structured Products expertise, revenue growth, client engagement, product strategy, market feedback, regulatory compliance
Preferred skills
CFA, FRM, macroeconomics, portfolio construction, investment risk
Technologies
N/A
Responsibilities
Develop and execute commercialization initiatives for Capital Markets solutions, Originate differentiated investment ideas and thematic opportunities, Advise Relationship Managers and UHNW clients on complex investment strategies, Structure sophisticated client solutions for income and risk management, Drive strategic sales initiatives and product campaigns, Represent the bank at key client meetings and forums, Influence product development with market feedback, Ensure compliance with regulatory requirements and risk policies
Seniority
SVP, strategic leadership & execution
