Senior Investment Advisor - Wealth & Priority Coverage Advisory

Role Overview

Key Accountabilities of the Role

• Oversee and review client investment portfolios, ensuring that periodic reviews are conducted and documented to align with clients' risk profiles and objectives.
• Provide guidance on wealth products, asset allocation, and investment strategies to support front line teams across Wealth/Priority coverage teams, ensuring alignment with clients' long-term goals.
• Recommend portfolio rebalancing strategies where necessary to ensure client portfolios remain in line with their evolving goals and market conditions.
• Advise Relationship Managers on investment opportunities, client needs, and portfolio adjustments, based on market conditions and client profiles.
• Support Relationship Managers in managing and signing up NTW clients to support growth of UHNW and HNW client portfolios.
• Secure and manage the Investment pipeline and play an integral role in client fundraising/placement of investment offerings.
• Contribute towards achieving the Wealth Management financial and promoting the Fee /recurring income generation.
• Provide guidance on asset allocation, investment strategies, and risk management, ensuring that investment are aligned with client objectives, risk tolerance, and time horizon.
• Monitor client feedback and resolve any client-related issues promptly to maintain a high standard of service.
• Act as the Subject Matter Expert on model portfolios, advising on their construction, suitability, and ongoing management.
• Stay current with market trends, investment products, and regulatory changes to maintain expertise and ensure the team provides up-to-date advice to clients.
• Ensure adherence to all governance standards and policies applicable to Investment Advisory Team and suitability process.

Specialist Skills / Technical Knowledge Required for this Role

• In-depth knowledge of investment products, financial markets, and wealth management strategies.
• Excellent communication and presentation skills, with the ability to engage effectively with clients and senior stakeholders.
• Ability to analyze and interpret complex financial data and market trends.
• Strong leadership and mentoring abilities, with a track record of managing a high-performing team.
• Familiarity with regulatory requirements, particularly in the wealth management space, and a commitment to adhering to all relevant compliance standards.
• Experience with discretionary portfolio management services is a plus.
• Bachelor's degree in Finance, Business, Economics, or a related field.
• Minimum of 4 to 7 years’ experience in wealth management, financial advisory, or portfolio management.

Previous Experience

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Minimum of 4 to 7 years’ experience in wealth management, financial advisory, or portfolio management.