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Investor
senior · Investment Banking
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
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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.