Investment Specialist - Branch Banking

Investment Specialist-Branch Banking-BRANCH BANKING-Investment Counselors

As an Investment Specialist, you will be a key member of our team, responsible for delivering tailored investment strategies to our affluent client base. Your expertise will be utilized to build and maintain strong relationships, offering comprehensive financial guidance and ensuring an exceptional client experience.

• Develop and implement investment plans tailored to affluent clients' needs and goals.
• Stay updated with market trends and economic indicators to provide accurate advice.
• Build and maintain strong relationships with clients, understanding their financial objectives.
• Conduct regular reviews and provide performance updates on investment portfolios.
• Collaborate with other specialists to offer holistic financial solutions.
• Ensure compliance with regulatory requirements and internal policies.
• Provide training and support to junior team members.
• Attend industry events and conferences to stay informed about market developments.
• Generate new business opportunities through networking and referrals.

• Bachelor's degree in Finance, Economics, or a related field.
• Minimum 3 years of experience in investment banking or wealth management.
• Strong knowledge of investment products and financial markets.
• Excellent communication and interpersonal skills for client interaction.
• Ability to build trust and rapport with high-net-worth individuals.
• Analytical mindset with attention to detail for portfolio management.
• Proficiency in using financial analysis tools and software.
• Valid certifications in investment advisory or related fields (e.g., CFA, CFP) are preferred.
• Experience in a similar role within a banking environment is advantageous.
• Strong work ethic and a commitment to delivering exceptional client service.

Experience Level

Mid Level