Senior Associate /Associate, Assistant Investment Counsellor, Private Banking, Consumer Banking Group
Core
Prepare investment proposals and support Investment Counsellors in managing client portfolios and developing client relationships.
Role type
Associate, Private Banking Product Support
Builds
Investment proposals and client portfolio management support
Domain
Private Banking / Consumer Finance
Required skills
Investment proposal preparation, Client relationship support, Portfolio monitoring, Market research, Product coordination, Process improvement, Risk management knowledge, Financial market understanding, Excel macro usage, CACS Certifications 1 & 2
Preferred skills
Analytical thinking, Problem solving
Technologies
Excel macro
Responsibilities
Prepare investment proposals, Assist Investment Counsellors in client relationship development, Coordinate marketing efforts with product desk, Support portfolio management, Gather economic and investment information, Compile recommendation lists, Coordinate meeting and training schedules
Seniority
Associate, hands-on IC support