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Main Responsibilities
- Manage and grow a portfolio of HNW clients and offer tailored investment and wealth planning solutions.
- Conduct in-depth client assessments to identify financial objectives, risk tolerance, and investment preferences.
- Recommend investment products offered by the bank (local bonds, mutual funds, international markets, private placements, real estate funds, etc.) in line with regulatory frameworks.
- Monitor clients’ portfolios and recommend adjustments as needed to align with market changes and client objectives.
- Coordinate with internal stakeholders (investment specialists, product teams, compliance, etc.) to deliver a holistic client experience.
- Ensure strict adherence to internal policies and regulatory requirements.
- Actively contribute to business development efforts by identifying new client opportunities.
- Oversee risk profiling, onboarding and due diligence in line with CBJ regulations.
Background
- Bachelor’s degree
- (4+) years of relevant experience