Investor

The Investor's main responsibility is to support clients and bankers in all aspects related to portfolio management (follow-up / proposal / implementation / accountability) based on the Investment Committee decisions. **** **Typical activities and responsibilities will include:** - Conduct portfolio reviews with clients looking for strategic and tactical opportunities in all asset classes and prepare recommendations of appropriate investment products based on client's risk profile. - Focus on market trends/opportunities and maintain communication with internal and external client and providers. - Develop, close sales and monitor complex investment products. - Proactively participate in the investment idea generation process while interacting with other members of the investment team. - Establish a close working relationship with internal clients (Bankers). - Adhere to internal and external policies, procedures, processes and guidelines. - Execute securities trades, requested by clients and /or their third party managers or registered representatives in a timely manner. - 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 clients. - Compliance with laws, rules, regulations and the bank's code of conduct and AML policies and procedures. **** **Education** - Bachelor's degree in finance, economics or related field - MBA or CFP/CFA preferred **Work Experience** - Minimum of 5 years work experience in Private Banking of other related Financial Markets experience. **** **Performance** - Internal candidates: consistent strong performer in current role (Upper L or Expected Performance + at least 2 times in the past 3 cycles) **Specific Knowledge and Skills** - 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 **Preferable Skills and Experience** - 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.