Investor

Tasks

• Focus on market trends/opportunities and client needs in private banking, including the identification of strategic and tactical opportunities across all asset classes, derivatives, and/or alternative investments.
• Development of client and/or market information based on the client's risk profile.
• Conducting portfolio reviews with clients and/or external representatives.
• Proactive participation in the process of generating investment ideas through collaboration with other members of the investment team.
• Developing, closing sales, and monitoring or finalizing complex investment products.
• Establish a close working relationship with internal clients (bankers).
• Compliance with internal and external policies, procedures, processes, and guidelines.
• Executing securities transactions and responding to inquiries from clients and/or their third-party managers or registered representatives in a timely manner.
• Monitoring and managing product distribution to internal customers through solution meetings and presentations.
• Work closely with Strategy, Products, Treasury, and the Trading Desk to develop solutions for clients.
• Compliance with laws, rules, regulations, and the Bank’s Code of Conduct, as well as AML policies and procedures.

Requirements

• Bachelor's degree in finance, economics, or a related field.
• MBA or CFA (preferred).
• At least 5 years of professional experience in private banking or related financial markets.
• Internal candidates: Consistent performance in their current role (Upper L or Expected Performance + at least twice in the last 3 cycles).
• Experience and knowledge of markets and investment products in stocks, bonds, foreign exchange, derivatives, and alternative investments.
• Sales experience, including negotiation skills, a team-selling approach, closing sales, and overcoming objections.
• Ability to work in a team-based environment.

Preferred Skills and Experience

• Using Copilot tools to boost productivity and improve decision-making.
• Application of AI solutions for portfolio analysis and investment research.
• Creating client dashboards that support investment recommendations and portfolio monitoring.
• Creating wizards and agents to automate tasks, optimize processes, and improve workflow efficiency.
• Redesigning and restructuring workflows through AI-powered solutions to support scalable and sustainable growth.