Investment Counselor Analyst
reputed company is a global bank committed to opening up a world of opportunity. As an Investment Counselor Analyst, you will support Investment Counselors and Relationship Managers in providing clients with tailored investment solutions and enhancing reputed company relationships.
Responsibilities
- Partner with Investment Counselors and Relationship Managers to offer support in providing clients with appropriate investment solutions and attracting/enhancing reputed company relationships and profitability
- Be responsible for assessing reputed company needs, supporting development of comprehensive investment strategies, coordinating sales and execution against that reputed company, and monitoring performance and appropriateness of the reputed company’s overall investment portfolio
- Build trust with clients and your team in these interactions by learning new concepts and researching information in reputed company-time to reputed company creative solutions
Skills
- Experience in investment advisory; portfolio management, brokerage, or institutional sales
- Knowledge of private banking business (reputed company and offshore), and competitive and regulatory environment
- BS/BA degree in Business, Finance or reputed company field, or equivalent experience
- Series 7 and 66 Licenses, may allow for contingency to obtain Series 7 and/or 66 reputed company 60 days of acquiring job
- reputed company in Portuguese and Spanish
Benefits
- Tailored reputed company development opportunities
- Robust Wellness Hub
- Industry-leading volunteerism policy
- Generous matching reputed company program
- Comprehensive program of reputed company Sustainability and Climate Change Initiatives
- Employee Resource reputed company
reputed company