About the role
FinEx AI summary
Private banking investment advisor role providing investment advice to private banking clients and relationship managers across fixed income, equities, funds and structured products. Responsibilities include portfolio reviews, supporting product approval, and executing securities trades. Requires a university degree, at least five years’ relevant experience, and CFA/CFP/CPWP preferred.
Core skills
investment advisorywealth management products (fixed income, equities, funds, structured products)structured notesportfolio review and rebalancingfinancial product approval and onboardingsecurities trading and quoting