Senior Investment Advisor - Wealth & Priority Coverage Advisory

This role involves collaborating with RMs across Wealth and Priority coverage teams, ensuring the suitability of investment products, conducting regular portfolio reviews, and providing rebalancing recommendations based on the client’s risk appetite and time horizon. Drive sales quality and client satisfaction while maintaining adherence to regulatory requirements.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field
• Minimum of 4 to 7 years’ experience in wealth management, financial advisory, or portfolio management, role
• In-depth knowledge of investment products, financial markets, and wealth management strategies
• Excellent communication and presentation skills, with the ability to engage effectively with clients and senior stakeholders
• Ability to analyze and interpret complex financial data and market trends
• Strong leadership and mentoring abilities, with a track record of managing a high-performing team
• Familiarity with regulatory requirements, particularly in the wealth management space, and a commitment to adhering to all relevant compliance standards

Benefits

• Competitive salary
• Benefits package
• Opportunities for professional growth and development