Investment Advisor

Job Summary

Resolves deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations. Applies extensive, in-depth knowledge, skills, and practices to perform complex assignments.

Job Description

• Introduces products and services to high net worth clients.
• Builds relationships with internal and external clients through the utilization of appropriate tools or technologies.
• Reviews day-to-day execution of deals to ensure quality and efficiency.
• Monitors business performance and market conditions when implementing new services.

Job Skills

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services