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SENIOR INVESTMENT STRATEGIST

Salary undisclosed

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Our banking client is looking for a SENIOR INVESTMENT STRATEGIST.

Job Summary

This role provides investment advisory services to high-net-worth private banking clients. The Investment Advisor will collaborate closely with Relationship Managers (RMs) to develop customized investment strategies and portfolio solutions tailored to individual client needs and risk profiles. This position requires a deep understanding of financial markets, investment products, and regulatory requirements.

Key Responsibilities

  • Investment Advisory & Strategy: Provide comprehensive investment advice to private banking clients, formulating personalized investment strategies that align with their financial objectives, risk tolerance, and time horizon.
  • Client Relationship Management (in partnership with RMs): Collaborate with Relationship Managers on client meetings to present market insights, articulate investment ideas, develop investment proposals, and conduct regular portfolio reviews. Act as a subject matter expert on investment-related topics.
  • Investment Research & Product Development: Generate new product ideas, conduct investment research, and stay abreast of market developments, economic trends, and regulatory changes. Contribute to the development of the firm's investment platform and product offerings.
  • Trade Execution & Compliance: Understand and adhere to the end-to-end process of order taking and trade execution. Ensure all activities comply with internal policies, external regulations, and best practices.
  • Other Duties: Perform any other duties as assigned by Company Management.
Our banking client is looking for a SENIOR INVESTMENT STRATEGIST.

Job Summary

This role provides investment advisory services to high-net-worth private banking clients. The Investment Advisor will collaborate closely with Relationship Managers (RMs) to develop customized investment strategies and portfolio solutions tailored to individual client needs and risk profiles. This position requires a deep understanding of financial markets, investment products, and regulatory requirements.

Key Responsibilities

  • Investment Advisory & Strategy: Provide comprehensive investment advice to private banking clients, formulating personalized investment strategies that align with their financial objectives, risk tolerance, and time horizon.
  • Client Relationship Management (in partnership with RMs): Collaborate with Relationship Managers on client meetings to present market insights, articulate investment ideas, develop investment proposals, and conduct regular portfolio reviews. Act as a subject matter expert on investment-related topics.
  • Investment Research & Product Development: Generate new product ideas, conduct investment research, and stay abreast of market developments, economic trends, and regulatory changes. Contribute to the development of the firm's investment platform and product offerings.
  • Trade Execution & Compliance: Understand and adhere to the end-to-end process of order taking and trade execution. Ensure all activities comply with internal policies, external regulations, and best practices.
  • Other Duties: Perform any other duties as assigned by Company Management.