Advisor SAS
About The Position
The Investment Advisor provides bankers investment support namely strategic and tactical asset allocation advice and security selection (fixed income, equities, structured notes, mutual funds and discretionary managed portfolios). Works independently with the bankers in their environment implementing an investment culture while assisting them achieve their commercial goals. The Investment Advisor will work within the SAS team which in total covers approximately 30 Premier bankers (about 3,000 clients with $3 billion) plus the custody accounts in Private Banking. The Investment Advisor reports to the SAS Sr. Manager.
Requirements
- Knowledge of financial markets
- Modern Portfolio Theory (Asset Allocation)
- Strong commercial (internal sale) skills
- Bachelor’s degree required or equivalent experience
- 5-7 years of relevant experience or demonstrated required level of proficiency
- Computer and Bloomberg skills
- Self-starter, Ability to work independently, Ability to properly prioritize and manage time, Strong work ethics, Team player
- Excellent communication skills and interpersonal skills
- Ability to win people over and Subject matter credibility
Nice To Haves
- CFA a plus
- Portuguese
- Spanish
Responsibilities
- Analyze investment portfolios, identifying risks and opportunities. Based on the client’s investment profile the Investment Advisor will identify risks such as concentrations in a security, sector, and industry or asset class and make the appropriate recommendation. Based on client’s preferences, IA will make the appropriate security selection.
- Manage the Investment process and to identify investment opportunities, in conjunction with the Banker Coordinators/Team Leaders. Drive the strategic investment initiatives through the Opportunities Process.
- Provide assistance to the banker in the commercialization of sophisticated products and investment proposals (structured notes, PE, Hedge Funds) to final clients.
- Provide leadership as it relates to communicating and implementing the Bank’s investment strategy, promoting an investment culture in his or hers area of influence.
- Participate in investment forums to provide market ideas.
- Other duties as assigned or requested by immediate supervisor
Benefits
- Fair and competitive rewards package
- Benefits designed to support you, your family and your well-being, now and into the future.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
