Director, Investment Advisory, PvB

Job Description

Job Summary • This is an Investment Advisor (IA) role in the Private Bank IA team. The Investment Advisor (IA) will work closely with Relationship Managers (RMs) to provide appropriate overall investment advice to meet the investment needs of our clients. The principal objective of the position is to enhance the relevance of the Bank to clients by articulating the platform to clients, providing appropriate advice and executing client orders meticulously. • The role is multi asset and the candidate is expected to be familiar with equity, fixed income, managed investments, alts , FX and derivative markets. • The candidate will work with tagged clients to provide and execute appropriate multi asset solutions. Show More