Investment Advisor, Private Bank

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance
• Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings
• Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions
• Support with resolution of issues, and provision of guidance on product usage
• Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption
• Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations
• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders
• Participation in events, conferences, and other networking opportunities to showcase the product and generate interest

• In-depth and broad investment product knowledge as well as a strong understanding of broad asset allocation issues and can assimilate complex investment information
• Technical skills and experience with respect to formulating investment strategies and solutions across asset classes including Equities, Fixed Income, FX and Alternatives as well as via Mandates, Funds and Structured products & Derivatives
• Good Basic understanding of wealth and estate planning issues
• Extensive experience working in investment advisory, portfolio management or sell-side global markets
• Superior communication skills and a proven record for closing, with the ability to match clients’ investment needs to appropriate proposition and product set
• An entrepreneurial mindset, with a pragmatic ‘can-do’ attitude and be proactive and flexible in accordance with the changing environment
• Excellent verbal, written communication, and presentation skills

Additional finance qualification (CFA, MBA, CAIA)

• Hybrid working
• Structured approach to hybrid working with fixed 'anchor' days