✨ AI Summary
The Senior Investment Advisor is responsible for investment advisory across client portfolios, particularly managing a substantial fixed income book, supporting Private Banking, and collaborating to develop marketable investment products. The role involves producing robust research, monitoring and restructuring portfolios to improve client satisfaction and portfolio performance, and delivering customized solutions to Relationship Managers and clients. The position also entails mentoring junior staff and maintaining in-depth knowledge of macroeconomic research, financial markets, and asset allocation fundamentals to guide investment decisions.
Requirements
The role requires extensive experience in investment advisory, financial markets and economic analysis, with thorough understanding of products, investment instruments, asset allocation fundamentals and risk profiling. The Senior Investment Advisor is expected to produce sound research inputs, monitor and rebalance client portfolios, and deliver customized investment solutions to Relationship Managers or clients, while mentoring junior staff.
Description
- Primary mandate is to perform Investment Advisory (IA)
- Manage and keep oversight of the substantial book of Fixed Income on clients portfolios across the various commercial segments of the bank;
- Support the Private Banking activity and act effectively to retain clients in case of departure of a RM;
- Actively cooperate to create the area’s view in all matters related to investments and on how to turn them into marketable products.
- Supervise and mange junior staff acting as a mentor for them on subjects related to the IA area.