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Senior Investment Advisor
Не указаноПолная занятостьFinancial 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.
Обязанности
- 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.
Требования
- 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.
Будет плюсом
- 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.