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

• 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.