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Senior Investment Advisor
Not specifiedFull-timeFinancial AdvisingBanking
Provide ongoing investment advice and personalized financial services to private banking clients. Manage and optimize portfolios, identify investment opportunities, and maintain compliance with banking procedures and regulations.
Responsibilities
- Provide ongoing, proactive investment advice to clients.
- Monitor, review, and optimize investment portfolios, including asset allocation.
- Acquire new clients and grow financial activity with existing clients in line with business targets.
- Provide advanced banking services, including securities portfolio transfers, over-the-counter transactions, and passive activities in the business division.
- Maintain regular, responsive, and professional client relationships.
- Follow regulatory requirements, bank procedures, and compliance instructions.
Requirements
- Investment advisory license issued by the securities authority.
- Bachelor’s degree in economics, business administration, or a relevant financial field.
- Knowledge of advanced financial instruments, including derivatives, options writing, structured deposits, and documentary products.
- Analytical judgment, critical thinking, and decision-making skills.
- Strong service orientation and ability to explain complex financial information to clients.
Nice to have
- At least two years of investment advisory experience for level 2 roles.
- For level 3 roles, at least five years holding an investment advisory license and three years of experience as an investment advisor at a bank.