Investment Specialist - Banking

- Develop and maintain strong relationships with high-net-worth clients by providing personalized investment advice and solutions.

- Conduct thorough financial needs analysis for clients to understand their investment objectives, risk tolerance, and time horizon.

- Create and implement customized investment strategies and portfolio allocations to meet clients' financial goals.

- Monitor client portfolios regularly and make adjustments as needed to optimize performance and manage risk.

- Provide clients with timely and accurate market updates, investment recommendations, and portfolio performance reports.

- Ensure compliance with all regulatory requirements and internal policies to maintain the highest standards of ethical conduct.

- Collaborate with other departments, such as sales and wealth management, to identify potential clients and cross-sell investment products and services

- Comply with all regulatory and compliance standards