Investor

Aufgaben und Verantwortlichkeiten

• Conduct portfolio reviews with clients looking for strategic and tactical opportunities in all asset classes and appropriate investment products based on client's risk profile.
• Develop, close sales and monitor complex investment products
• Proactively participate in the investment team
• Establish a close working relationship with internal clients (Bankers).
• Maintain and control the distribution of products to internal clients through investment meetings and presentations.
• Work closely with Strategy, Products, Treasury, and Trading desk in creating solutions for client.
• Compliance with laws, rules, regulations and the bank's code of conduct and AML policies and procedures.

Anforderungen

• Bachelor's degree in finance, economics or related field
• MBA or CFA/CFA preferred
• Minimum of 5 years work experience in Private Banking of other related Financial Markets experience.
• Internal candidates: consistent strong performance in current role (Upper L or Expected Performance + at least 2 raises in the past 3 cycles)
• Experience/knowledge of markets and investment products in equities, fixed income, foreign exchange, derivatives and alternative investments
• Sales experience including negotiation, team selling approach, closing the sale and overcoming objections
• Ability to work in a team-based environment

Vorteilhafte Kenntnisse und Erfahrungen

• Using Copilot tools to enhance productivity and decision-making.
• Applying AI solutions to portfolio analysis and investment research.
• Building client dashboards that support investment recommendations and portfolio monitoring.
• Creating assistants and agents that automate tasks, streamline processes, and improve workflow efficiency.
• Rethinking and redesigning workflows through AI-enabled solutions to support scalable and sustainable growth.