Description
The Investor's main responsibility is to support clients and bankers in all aspects related to portfolio management (follow-up / proposal / implementation / accountability) based on the Investment Committee decisions.
Typical activities and responsibilities will include:
Conduct portfolio reviews with clients looking for strategic and tactical opportunities in all asset classes and prepare recommendations
of
appropriate investment
products based on
client's
risk
profile
.
Focus on market trends/opportunities and
maintain
communication with internal and external
client
and providers.
Develop, close
sales
and
monitor
complex investment products.
Proactively
participate
in the investment idea generation process while interacting with other members of the investment team.
Establish a close working relationship with internal clients (Bankers).
Adhere to internal and external policies, procedures,
processes
and guidelines.
Execute securities trades, requested by clients and /or their
third party
managers or registered representatives
in a timely manner
.
Maintain and control the distribution of products to internal clients through investment meetings and presentations.
Work closely with Strategy, Products, Treasury, and Trading desk in creating solutions for clients.
Compliance with laws, rules, regulations and the bank's code of conduct and AML policies and procedures.
Education
Bachelor's degree in finance,
economics
or related field
MBA or CFP/CFA preferred
Work Experience
Minimum of 5
years
work experience in Private Banking of other related Financial Markets experience.
Performance
Internal candidates: consistent strong performer in current role (Upper L or Expected Performance + at least 2 times in the past 3 cycles)
Specific Knowledge and Skills
Experience/knowledge of markets and investment products in equities, fixed income, foreign exchange,
derivatives
and alternative investments
Sales experience including negotiation, team selling approach, closing the
sale
and overcoming objections
Ability to work in a
team based
environment
Preferable Skills and Experience
Using Copilot tools to enhance productivity and decision-making.
Applying AI solutions to portfolio analysis and investment research.
Building client dashboards that support investment recommendations and portfolio monitoring.
Creating assistants and agents that automate tasks, streamline processes, and improve workflow efficiency.
Rethinking and redesigning workflows through AI-enabled solutions to support scalable and sustainable growth.