Investor

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

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  Bachelor's degree in finance, economics or related field

  
  


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   MBA or CFP/CFA preferred

  
  

Work Experience

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  Minimum of 5 years work experience in Private Banking of other related Financial Markets experience. 

  
  

Performance

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  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.