Senior Investment Advisor
1 month ago
At Selby Jennings, we are seeking a highly skilled and experienced VP, Investment Counsellor to join our team. As a key member of our investment team, you will be responsible for providing expert investment advice to our clients and helping them achieve their financial goals.
Key Responsibilities:- Conduct in-depth consultations with clients to understand their investment objectives, financial situation, and risk tolerance
- Analyze clients' investment portfolios and make informed investment recommendations based on their needs
- Collaborate with sales and portfolio managers to develop tailored investment strategies for clients
- Ensure that all investment transactions are executed accurately and in accordance with regulatory requirements and company policies
- Bachelor's degree in Business, Finance, or a related field
- At least 8 years of experience in investment counselling in wealth management or private banking
- Strong knowledge of multi-asset investment products
- Excellent communication and interpersonal skills
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced investment professional looking for a new challenge, please submit your application.
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