Found Description
Summary The Investment Advisor will work closely with Relationship Managers to provide appropriate overall investment advice to meet the investment needs of our clients. The principal objective of the position is to enhance the relevance of the Bank to the clients, thereby leading to an increased share of wallet, revenues and client experience. Key Responsibilities Strategy
- Drive profitable growth (i) providing investment advice to new and existing clients of the bank (once deemed ready by manager) (ii) work with Relationship Managers of the bank to empower them to engage clients
- Focus on analysing suitability of investments / reviews of clients
- Work with dedicated group of clients; understand client risk appetite, investment preference and return expectations.
- Liaise with Relationship Managers to produce account plans aimed at developing the client relationship including growth of assets...
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