As the successful candidate, you will be responsible for:
Providing sound investment advice and identifying suitable investment opportunities to Relationship Managers and U/HNW clients
Conducting portfolio review for clients on a regular basis to ensure that their investment portfolio is in line with expectations and recommendations
Keeping abreast of market updates and regulations within the investment landscapes
Requirements
Tertiary education with a strong academic track record
Minimum 5 years of relevant investment advisory experience within the private banking space (Successful premier banking investment advisory candidates will be considered)
Strong knowledge across all private banking investment products
Self-driven, highly motivated and able to work as a team player
Please reach out for a confidential discussion: privatebanking@eamesconsulting.com
Connect with us on Linkedin at: #eamesprivatebanking
eFinancialCareers
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