Found Description
Become a key member at ATB as an Investment Counselor Support, focusing on discretionary counseling for High Net Worth clients. Leverage your experience to enhance client investment strategies.
As part of ATB's team, your primary role as an Investment Counselor Support includes assisting Investment Counselors in providing tailored investment services to High Net Worth and Ultra High Net Worth individuals. You will actively engage in discussions to craft Investment Policy Statements and identify necessary portfolio changes under supervision. Focus on building strong relationships with clients and collaborating effectively with internal and external partners.
Key Responsibilities:
• Support ICs in portfolio management and counseling
• Engage in discussions to create tailored Investment Policy Statements
• Recommend adjustments in portfolio based on client needs
• Communicate ATB's investment beliefs and philosophies
• Foster relationships with internal and external s...
As part of ATB's team, your primary role as an Investment Counselor Support includes assisting Investment Counselors in providing tailored investment services to High Net Worth and Ultra High Net Worth individuals. You will actively engage in discussions to craft Investment Policy Statements and identify necessary portfolio changes under supervision. Focus on building strong relationships with clients and collaborating effectively with internal and external partners.
Key Responsibilities:
• Support ICs in portfolio management and counseling
• Engage in discussions to create tailored Investment Policy Statements
• Recommend adjustments in portfolio based on client needs
• Communicate ATB's investment beliefs and philosophies
• Foster relationships with internal and external s...
Ready to Apply?
Submit your application for High Net Worth Investment Counselor Support at ATB Financial
Apply Now