Investment Advisor – Wealth & Priority Coverage Advisory

The Investment Advisor – Wealth & Priority Coverage Advisory role involves collaborating with Relationship Managers to ensure suitability of investment products, conducting portfolio reviews, and providing rebalancing recommendations. The role requires expertise in investment products, financial markets, and wealth management strategies, with excellent communication and presentation skills.

Requirements

• In-depth knowledge of investment products, financial markets, and wealth management strategies
• Excellent communication and presentation skills
• Ability to analyze and interpret complex financial data and market trends
• Familiarity with regulatory requirements, particularly in the wealth management space

Benefits

• Competitive salary
• Benefits package